PCMC
Paragon Capital Management (Colorado)’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,728
| Closed | -$285K | – | 242 |
|
|
2024
Q1 | $285K | Buy |
2,728
+11
| +0.4% | +$1.15K | 0.05% | 117 |
|
|
2023
Q4 | $252K | Sell |
2,717
-700
| -20% | -$64.9K | 0.05% | 115 |
|
|
2023
Q3 | $258K | Sell |
3,417
-145
| -4% | -$10.9K | 0.06% | 120 |
|
|
2023
Q2 | $259K | Buy |
+3,562
| New | +$259K | 0.06% | 121 |
|
|
2022
Q2 | – | Sell |
-2,625
| Closed | -$244K | – | 221 |
|
|
2022
Q1 | $244K | Buy |
2,625
+83
| +3% | +$7.72K | 0.05% | 129 |
|
|
2021
Q4 | $231K | Sell |
2,542
-29
| -1% | -$2.64K | 0.04% | 142 |
|
|
2021
Q3 | $207K | Buy |
+2,571
| New | +$207K | 0.04% | 159 |
|