Paulson 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 | $304K | Buy |
2,454
+32
| +1% | +$3.97K | 0.08% | 114 |
|
|
2025
Q1 | $272K | Hold |
2,422
| – | – | 0.08% | 112 |
|
|
2024
Q4 | $302K | Hold |
2,422
| – | – | 0.08% | 110 |
|
|
2024
Q3 | $263K | Hold |
2,422
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $239K | Hold |
2,422
| – | – | 0.07% | 126 |
|
|
2024
Q1 | $253K | Hold |
2,422
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $225K | Buy |
+2,422
| New | +$225K | 0.07% | 125 |
|
|
2019
Q4 | – | Sell |
-3,493
| Closed | -$226K | – | 115 |
|
|
2019
Q3 | $226K | Hold |
3,493
| – | – | 0.17% | 97 |
|
|
2019
Q2 | $238K | Hold |
3,493
| – | – | 0.18% | 94 |
|
|
2019
Q1 | $235K | Buy |
3,493
+92
| +3% | +$6.19K | 0.18% | 99 |
|
|
2018
Q4 | $251K | Sell |
3,401
-7
| -0.2% | -$517 | 0.21% | 96 |
|
|
2018
Q3 | $259K | Buy |
+3,408
| New | +$259K | 0.23% | 99 |
|
|
2018
Q2 | – | Sell |
-3,408
| Closed | -$293K | – | 119 |
|
|
2018
Q1 | $293K | Buy |
3,408
+248
| +8% | +$21.3K | 0.29% | 80 |
|
|
2017
Q4 | $260K | Buy |
+3,160
| New | +$260K | 0.23% | 84 |
|