Western Pacific Wealth Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $561K | Buy |
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|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $693K | Hold |
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|
2021
Q4 | $677K | Buy |
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