Western Pacific 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 | $525K | Buy |
4,234
+3
| +0.1% | +$372 | 0.5% | 23 |
|
|
2025
Q1 | $476K | Buy |
4,231
+2
| +0% | +$225 | 0.43% | 26 |
|
|
2024
Q4 | $527K | Buy |
4,229
+2
| +0% | +$249 | 0.43% | 26 |
|
|
2024
Q3 | $459K | Buy |
4,227
+3
| +0.1% | +$326 | 0.31% | 25 |
|
|
2024
Q2 | $416K | Buy |
4,224
+3
| +0.1% | +$296 | 0.31% | 24 |
|
|
2024
Q1 | $441K | Buy |
4,221
+6
| +0.1% | +$626 | 0.32% | 24 |
|
|
2023
Q4 | $391K | Buy |
4,215
+3
| +0.1% | +$278 | 0.29% | 24 |
|
|
2023
Q3 | $318K | Hold |
4,212
| – | – | 0.26% | 25 |
|
|
2023
Q2 | $306K | Buy |
4,212
+500
| +13% | +$36.3K | 0.23% | 26 |
|
|
2023
Q1 | $271K | Hold |
3,712
| – | – | 0.21% | 25 |
|
|
2022
Q4 | $314K | Hold |
3,712
| – | – | 0.26% | 21 |
|
|
2022
Q3 | $302K | Hold |
3,712
| – | – | 0.3% | 20 |
|
|
2022
Q2 | $297K | Sell |
3,712
-3,750
| -50% | -$300K | 0.29% | 21 |
|
|
2022
Q1 | $693K | Hold |
7,462
| – | – | 0.51% | 17 |
|
|
2021
Q4 | $677K | Buy |
+7,462
| New | +$677K | 0.44% | 17 |
|