Northwestern Mutual 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 | $1.25M | Sell |
10,092
-73
| -0.7% | -$9.05K | ﹤0.01% | 1095 |
|
|
2025
Q1 | $1.14M | Sell |
10,165
-687
| -6% | -$77.3K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $1.35M | Sell |
10,852
-829
| -7% | -$103K | ﹤0.01% | 962 |
|
|
2024
Q3 | $1.27M | Sell |
11,681
-1,412
| -11% | -$153K | ﹤0.01% | 984 |
|
|
2024
Q2 | $1.29M | Buy |
13,093
+7,534
| +136% | +$742K | ﹤0.01% | 944 |
|
|
2024
Q1 | $580K | Buy |
5,559
+309
| +6% | +$32.3K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $487K | Buy |
5,250
+15
| +0.3% | +$1.39K | ﹤0.01% | 1219 |
|
|
2023
Q3 | $395K | Hold |
5,235
| – | – | ﹤0.01% | 1232 |
|
|
2023
Q2 | $380K | Buy |
5,235
+1,700
| +48% | +$123K | ﹤0.01% | 1249 |
|
|
2023
Q1 | $258K | Buy |
3,535
+520
| +17% | +$37.9K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $255K | Buy |
3,015
+123
| +4% | +$10.4K | ﹤0.01% | 1341 |
|
|
2022
Q3 | $236K | Buy |
2,892
+27
| +0.9% | +$2.2K | ﹤0.01% | 1340 |
|
|
2022
Q2 | $230K | Sell |
2,865
-84
| -3% | -$6.74K | ﹤0.01% | 1346 |
|
|
2022
Q1 | $274K | Buy |
2,949
+84
| +3% | +$7.81K | ﹤0.01% | 1320 |
|
|
2021
Q4 | $260K | Sell |
2,865
-1,304
| -31% | -$118K | ﹤0.01% | 1325 |
|
|
2021
Q3 | $335K | Buy |
4,169
+304
| +8% | +$24.4K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $292K | Buy |
3,865
+1,000
| +35% | +$75.6K | ﹤0.01% | 1174 |
|
|
2021
Q1 | $217K | Hold |
2,865
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q4 | $175K | Sell |
2,865
-67
| -2% | -$4.09K | ﹤0.01% | 1195 |
|
|
2020
Q3 | $117K | Buy |
2,932
+67
| +2% | +$2.67K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $125K | Hold |
2,865
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q1 | $94K | Hold |
2,865
| – | – | ﹤0.01% | 1137 |
|
|
2019
Q4 | $203K | Hold |
2,865
| – | – | ﹤0.01% | 941 |
|
|
2019
Q3 | $185K | Sell |
2,865
-38
| -1% | -$2.45K | ﹤0.01% | 923 |
|
|
2019
Q2 | $212K | Sell |
2,903
-287
| -9% | -$21K | ﹤0.01% | 865 |
|
|
2019
Q1 | $215K | Hold |
3,190
| – | – | ﹤0.01% | 844 |
|
|
2018
Q4 | $212K | Hold |
3,190
| – | – | ﹤0.01% | 780 |
|
|
2018
Q3 | $271K | Buy |
3,190
+2,865
| +882% | +$243K | ﹤0.01% | 731 |
|
|
2018
Q2 | $28K | Hold |
325
| – | – | ﹤0.01% | 1484 |
|
|
2018
Q1 | $28K | Sell |
325
-26
| -7% | -$2.24K | ﹤0.01% | 1415 |
|
|
2017
Q4 | $29K | Buy |
351
+26
| +8% | +$2.15K | ﹤0.01% | 1374 |
|
|
2017
Q3 | $25K | Hold |
325
| – | – | ﹤0.01% | 1396 |
|
|
2017
Q2 | $25K | Hold |
325
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q1 | $22K | Buy |
+325
| New | +$22K | ﹤0.01% | 1300 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | – | – | 1857 |
|
|
2015
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1652 |
|
|
2015
Q1 | – | Sell |
-104
| Closed | -$5K | – | 1852 |
|
|
2014
Q4 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 1306 |
|
|
2014
Q1 | – | Sell |
-138
| Closed | -$6K | – | 1479 |
|
|
2013
Q4 | $6K | Buy |
+138
| New | +$6K | ﹤0.01% | 1031 |
|