Pathstone Family Office’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $832K | Sell |
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|
2022
Q3 | $921K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Buy |
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