Moody Aldrich Partners’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
Q2 | $6.34M | Sell |
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|
2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $13.9M | Sell |
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|
2024
Q3 | $12.5M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $9.74M | Sell |
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|
2023
Q3 | $8.73M | Sell |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $6.58M | Buy |
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|
2022
Q4 | $6.74M | Sell |
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|
2022
Q3 | $6.67M | Sell |
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|
2022
Q2 | $6.57M | Sell |
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|
2022
Q1 | $8.76M | Buy |
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|
2021
Q4 | $7.65M | Sell |
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|
2021
Q3 | $8.02M | Sell |
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|
2021
Q2 | $12M | Sell |
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|
2021
Q1 | $17.8M | Buy |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $7.22M | Buy |
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|
2020
Q2 | $7.67M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4.23M | Buy |
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|
2017
Q4 | $3.13M | Buy |
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|
2017
Q3 | $2.1M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $520K | Sell |
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|
2016
Q4 | $1.62M | Buy |
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