Paulson Wealth Management’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
Q3 | $325K | Hold |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $302K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $225K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $235K | Buy |
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|
2018
Q4 | $251K | Sell |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $260K | Buy |
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