Inspirion Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Buy |
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|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $462K | Buy |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $304K | Hold |
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|
2019
Q1 | $280K | Hold |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | $232K | Buy |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $204K | Buy |
|