Venturi 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 | $260K | Sell |
2,100
-123
| -6% | -$15.3K | 0.01% | 459 |
|
|
2025
Q1 | $250K | Buy |
2,223
+66
| +3% | +$7.42K | 0.01% | 488 |
|
|
2024
Q4 | $269K | Buy |
2,157
+205
| +11% | +$25.6K | 0.01% | 477 |
|
|
2024
Q3 | $212K | Buy |
1,952
+1,631
| +508% | +$177K | 0.01% | 440 |
|
|
2024
Q2 | $31.6K | Buy |
321
+251
| +359% | +$24.7K | ﹤0.01% | 807 |
|
|
2024
Q1 | $7.31K | Buy |
70
+20
| +40% | +$2.09K | ﹤0.01% | 998 |
|
|
2023
Q4 | $4.64K | Buy |
50
+10
| +25% | +$928 | ﹤0.01% | 1040 |
|
|
2023
Q3 | $3.02K | Buy |
+40
| New | +$3.02K | ﹤0.01% | 1081 |
|