Private Wealth Management Group’s Wintrust Financial WTFC Stock Holding History

Private Wealth Management Group’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.4K	Hold
2025 Q2	$8.8K	Hold
2025 Q1	$7.99K	Hold
2024 Q4	$8.86K	Hold
2024 Q3	$7.71K	Hold
2024 Q2	$7K	Hold
2024 Q1	$7.41K	Hold
2023 Q4	$6.59K	Buy