Trust Company of Vermont’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 | $86.3K | Hold |
696
| – | – | ﹤0.01% | 463 |
|
|
2025
Q1 | $78.3K | Hold |
696
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $86.8K | Sell |
696
-155
| -18% | -$19.3K | ﹤0.01% | 443 |
|
|
2024
Q3 | $92.4K | Buy |
851
+76
| +10% | +$8.25K | ﹤0.01% | 421 |
|
|
2024
Q2 | $76.4K | Hold |
775
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $80.9K | Sell |
775
-25
| -3% | -$2.61K | ﹤0.01% | 413 |
|
|
2023
Q4 | $74.2K | Sell |
800
-200
| -20% | -$18.6K | ﹤0.01% | 389 |
|
|
2023
Q3 | $75.5K | Hold |
1,000
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $72.6K | Hold |
1,000
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $73K | Hold |
1,000
| – | – | 0.01% | 437 |
|
|
2022
Q4 | $84.5K | Hold |
1,000
| – | – | 0.01% | 407 |
|
|
2022
Q3 | $82K | Hold |
1,000
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $80K | Buy |
+1,000
| New | +$80K | 0.01% | 417 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$91K | – | 749 |
|
|
2021
Q4 | $91K | Buy |
+1,000
| New | +$91K | 0.01% | 412 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$76K | – | 723 |
|
|
2021
Q2 | $76K | Hold |
1,000
| – | – | 0.01% | 438 |
|
|
2021
Q1 | $76K | Hold |
1,000
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $44K | Buy |
+1,000
| New | +$44K | ﹤0.01% | 454 |
|