Johnson Investment Counsel’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 | $2.16M | Buy |
17,401
+148
| +0.9% | +$18.3K | 0.02% | 287 |
|
|
2025
Q1 | $1.94M | Sell |
17,253
-6,774
| -28% | -$762K | 0.02% | 296 |
|
|
2024
Q4 | $3M | Sell |
24,027
-11,910
| -33% | -$1.49M | 0.03% | 220 |
|
|
2024
Q3 | $3.9M | Buy |
35,937
+1,847
| +5% | +$200K | 0.04% | 188 |
|
|
2024
Q2 | $3.36M | Sell |
34,090
-520
| -2% | -$51.3K | 0.04% | 195 |
|
|
2024
Q1 | $3.61M | Buy |
34,610
+480
| +1% | +$50.1K | 0.04% | 189 |
|
|
2023
Q4 | $3.17M | Hold |
34,130
| – | – | 0.04% | 197 |
|
|
2023
Q3 | $2.58M | Hold |
34,130
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $2.48M | Buy |
34,130
+7,330
| +27% | +$532K | 0.03% | 210 |
|
|
2023
Q1 | $1.96M | Sell |
26,800
-2,040
| -7% | -$149K | 0.03% | 246 |
|
|
2022
Q4 | $2.44M | Sell |
28,840
-445
| -2% | -$37.6K | 0.03% | 208 |
|
|
2022
Q3 | $2.39M | Buy |
29,285
+15
| +0.1% | +$1.22K | 0.04% | 195 |
|
|
2022
Q2 | $2.35M | Hold |
29,270
| – | – | 0.03% | 201 |
|
|
2022
Q1 | $2.72M | Sell |
29,270
-140
| -0.5% | -$13K | 0.03% | 198 |
|
|
2021
Q4 | $2.67M | Sell |
29,410
-300
| -1% | -$27.2K | 0.03% | 196 |
|
|
2021
Q3 | $2.39M | Hold |
29,710
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $2.25M | Sell |
29,710
-90
| -0.3% | -$6.81K | 0.03% | 201 |
|
|
2021
Q1 | $2.26M | Buy |
29,800
+6,950
| +30% | +$527K | 0.03% | 196 |
|
|
2020
Q4 | $1.4M | Sell |
22,850
-10,110
| -31% | -$618K | 0.02% | 247 |
|
|
2020
Q3 | $1.32M | Hold |
32,960
| – | – | 0.02% | 232 |
|
|
2020
Q2 | $1.44M | Sell |
32,960
-11,186
| -25% | -$488K | 0.03% | 214 |
|
|
2020
Q1 | $2.18M | Buy |
44,146
+25,088
| +132% | +$1.24M | 0.05% | 165 |
|
|
2019
Q4 | $1.35M | Buy |
19,058
+3,440
| +22% | +$244K | 0.03% | 255 |
|
|
2019
Q3 | $1.01M | Buy |
15,618
+430
| +3% | +$27.8K | 0.02% | 305 |
|
|
2019
Q2 | $1.11M | Sell |
15,188
-1,200
| -7% | -$87.8K | 0.02% | 289 |
|
|
2019
Q1 | $1.1M | Buy |
16,388
+210
| +1% | +$14.1K | 0.02% | 300 |
|
|
2018
Q4 | $1.08M | Buy |
+16,178
| New | +$1.08M | 0.03% | 282 |
|