MAP
Moody Aldrich Partners’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
51,163
-57,303
| -53% | -$7.1M | 1.23% | 24 |
|
|
2025
Q1 | $12.2M | Sell |
108,466
-3,185
| -3% | -$358K | 2.55% | 1 |
|
|
2024
Q4 | $13.9M | Sell |
111,651
-3,196
| -3% | -$399K | 2.58% | 1 |
|
|
2024
Q3 | $12.5M | Sell |
114,847
-1,171
| -1% | -$127K | 2.27% | 1 |
|
|
2024
Q2 | $11.4M | Buy |
116,018
+13,315
| +13% | +$1.31M | 2.23% | 1 |
|
|
2024
Q1 | $10.7M | Sell |
102,703
-2,309
| -2% | -$241K | 1.82% | 3 |
|
|
2023
Q4 | $9.74M | Sell |
105,012
-10,574
| -9% | -$981K | 1.75% | 4 |
|
|
2023
Q3 | $8.73M | Sell |
115,586
-45,626
| -28% | -$3.44M | 1.65% | 9 |
|
|
2023
Q2 | $11.7M | Buy |
161,212
+71,081
| +79% | +$5.16M | 2.27% | 2 |
|
|
2023
Q1 | $6.58M | Buy |
90,131
+10,350
| +13% | +$755K | 1.33% | 21 |
|
|
2022
Q4 | $6.74M | Sell |
79,781
-2,065
| -3% | -$175K | 1.37% | 19 |
|
|
2022
Q3 | $6.68M | Sell |
81,846
-174
| -0.2% | -$14.2K | 1.37% | 19 |
|
|
2022
Q2 | $6.57M | Sell |
82,020
-12,259
| -13% | -$983K | 1.29% | 24 |
|
|
2022
Q1 | $8.76M | Buy |
94,279
+10,042
| +12% | +$933K | 1.23% | 30 |
|
|
2021
Q4 | $7.65M | Sell |
84,237
-15,500
| -16% | -$1.41M | 1.07% | 39 |
|
|
2021
Q3 | $8.02M | Sell |
99,737
-58,865
| -37% | -$4.73M | 1.02% | 42 |
|
|
2021
Q2 | $12M | Sell |
158,602
-76,642
| -33% | -$5.8M | 1.69% | 9 |
|
|
2021
Q1 | $17.8M | Buy |
235,244
+54,843
| +30% | +$4.16M | 2.57% | 2 |
|
|
2020
Q4 | $11M | Buy |
180,401
+197
| +0.1% | +$12K | 1.78% | 5 |
|
|
2020
Q3 | $7.22M | Buy |
180,204
+4,371
| +2% | +$175K | 1.51% | 11 |
|
|
2020
Q2 | $7.67M | Buy |
+175,833
| New | +$7.67M | 1.63% | 9 |
|
|
2018
Q2 | – | Sell |
-49,163
| Closed | -$4.23M | – | 115 |
|
|
2018
Q1 | $4.23M | Buy |
49,163
+11,157
| +29% | +$960K | 2.71% | 1 |
|
|
2017
Q4 | $3.13M | Buy |
38,006
+11,235
| +42% | +$926K | 2.54% | 2 |
|
|
2017
Q3 | $2.1M | Buy |
26,771
+12,291
| +85% | +$962K | 2.16% | 4 |
|
|
2017
Q2 | $1.11M | Buy |
14,480
+6,950
| +92% | +$531K | 1.38% | 24 |
|
|
2017
Q1 | $520K | Sell |
7,530
-14,850
| -66% | -$1.03M | 0.89% | 57 |
|
|
2016
Q4 | $1.62M | Buy |
+22,380
| New | +$1.62M | 1.05% | 48 |
|