PCM
Princeton Capital Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
3,072
+500
| +19% | +$62K | 0.11% | 78 |
|
|
2025
Q1 | $289K | Hold |
2,572
| – | – | 0.1% | 83 |
|
|
2024
Q4 | $321K | Hold |
2,572
| – | – | 0.1% | 75 |
|
|
2024
Q3 | $279K | Buy |
2,572
+500
| +24% | +$54.3K | 0.09% | 77 |
|
|
2024
Q2 | $204K | Buy |
+2,072
| New | +$204K | 0.07% | 97 |
|