Whittier Trust’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 | $31.6K | Sell |
255
-17
| -6% | -$2.11K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $30.6K | Sell |
272
-74
| -21% | -$8.32K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $43.1K | Hold |
346
| – | – | ﹤0.01% | 957 |
|
|
2024
Q3 | $37.6K | Hold |
346
| – | – | ﹤0.01% | 985 |
|
|
2024
Q2 | $34.1K | Sell |
346
-232
| -40% | -$22.9K | ﹤0.01% | 986 |
|
|
2024
Q1 | $60.3K | Buy |
578
+336
| +139% | +$35.1K | ﹤0.01% | 893 |
|
|
2023
Q4 | $22.4K | Sell |
242
-251
| -51% | -$23.3K | ﹤0.01% | 1085 |
|
|
2023
Q3 | $37.2K | Hold |
493
| – | – | ﹤0.01% | 982 |
|
|
2023
Q2 | $35.8K | Sell |
493
-2,672
| -84% | -$194K | ﹤0.01% | 1001 |
|
|
2023
Q1 | $231K | Hold |
3,165
| – | – | ﹤0.01% | 628 |
|
|
2022
Q4 | $268K | Hold |
3,165
| – | – | 0.01% | 589 |
|
|
2022
Q3 | $258K | Hold |
3,165
| – | – | 0.01% | 576 |
|
|
2022
Q2 | $254K | Buy |
3,165
+115
| +4% | +$9.23K | 0.01% | 584 |
|
|
2022
Q1 | $284K | Buy |
3,050
+191
| +7% | +$17.8K | ﹤0.01% | 594 |
|
|
2021
Q4 | $259K | Buy |
2,859
+2,187
| +325% | +$198K | ﹤0.01% | 620 |
|
|
2021
Q3 | $54K | Buy |
672
+631
| +1,539% | +$50.7K | ﹤0.01% | 913 |
|
|
2021
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 1425 |
|
|
2021
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 1421 |
|
|
2020
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 1354 |
|
|
2020
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 1305 |
|
|
2020
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 1440 |
|
|
2019
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 1341 |
|