IHT Wealth Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,053
| Closed | -$568K | – | 1206 |
|
|
2025
Q1 | $568K | Buy |
5,053
+35
| +0.7% | +$3.94K | 0.02% | 629 |
|
|
2024
Q4 | $626K | Hold |
5,018
| – | – | 0.02% | 615 |
|
|
2024
Q3 | $545K | Hold |
5,018
| – | – | 0.02% | 699 |
|
|
2024
Q2 | $495K | Hold |
5,018
| – | – | 0.02% | 641 |
|
|
2024
Q1 | $524K | Sell |
5,018
-5
| -0.1% | -$522 | 0.02% | 619 |
|
|
2023
Q4 | $466K | Sell |
5,023
-18
| -0.4% | -$1.67K | 0.02% | 623 |
|
|
2023
Q3 | $381K | Sell |
5,041
-48
| -0.9% | -$3.62K | 0.02% | 642 |
|
|
2023
Q2 | $370K | Buy |
5,089
+3
| +0.1% | +$218 | 0.02% | 645 |
|
|
2023
Q1 | $371K | Sell |
5,086
-60
| -1% | -$4.38K | 0.02% | 615 |
|
|
2022
Q4 | $435K | Buy |
5,146
+60
| +1% | +$5.07K | 0.03% | 530 |
|
|
2022
Q3 | $415K | Buy |
5,086
+15
| +0.3% | +$1.22K | 0.03% | 514 |
|
|
2022
Q2 | $406K | Hold |
5,071
| – | – | 0.04% | 442 |
|
|
2022
Q1 | $471K | Buy |
5,071
+25
| +0.5% | +$2.32K | 0.04% | 427 |
|
|
2021
Q4 | $458K | Buy |
5,046
+499
| +11% | +$45.3K | 0.03% | 463 |
|
|
2021
Q3 | $365K | Sell |
4,547
-162
| -3% | -$13K | 0.03% | 531 |
|
|
2021
Q2 | $356K | Buy |
+4,709
| New | +$356K | 0.02% | 643 |
|
|
2018
Q2 | – | Sell |
-462
| Closed | -$39K | – | 1382 |
|
|
2018
Q1 | $39K | Sell |
462
-201
| -30% | -$17K | 0.01% | 760 |
|
|
2017
Q4 | $56K | Buy |
663
+629
| +1,850% | +$53.1K | 0.01% | 667 |
|
|
2017
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q2 | $82 | Hold |
34
| – | – | 0.04% | 384 |
|
|
2017
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 1106 |
|
|
2016
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1059 |
|