Private Wealth Management Group’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 | $8.8K | Hold |
71
| – | – | ﹤0.01% | 529 |
|
|
2025
Q1 | $7.99K | Hold |
71
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $8.86K | Hold |
71
| – | – | ﹤0.01% | 520 |
|
|
2024
Q3 | $7.71K | Hold |
71
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $7K | Hold |
71
| – | – | ﹤0.01% | 570 |
|
|
2024
Q1 | $7.41K | Hold |
71
| – | – | ﹤0.01% | 492 |
|
|
2023
Q4 | $6.59K | Buy |
+71
| New | +$6.59K | ﹤0.01% | 532 |
|