Carson Wealth (CWM LLC)’s Surgery Partners SGRY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
683
+118
| +21% | +$2.59K | ﹤0.01% | 4088 |
|
|
2025
Q1 | $13K | Buy |
565
+244
| +76% | +$5.61K | ﹤0.01% | 3966 |
|
|
2024
Q4 | $7K | Sell |
321
-212
| -40% | -$4.62K | ﹤0.01% | 4077 |
|
|
2024
Q3 | $17K | Buy |
533
+341
| +178% | +$10.9K | ﹤0.01% | 3473 |
|
|
2024
Q2 | $5K | Buy |
192
+24
| +14% | +$625 | ﹤0.01% | 3893 |
|
|
2024
Q1 | $5K | Buy |
168
+47
| +39% | +$1.4K | ﹤0.01% | 3688 |
|
|
2023
Q4 | $4K | Buy |
121
+100
| +476% | +$3.31K | ﹤0.01% | 3629 |
|
|
2023
Q3 | $1K | Sell |
21
-75
| -78% | -$3.57K | ﹤0.01% | 4067 |
|
|
2023
Q2 | $4K | Buy |
96
+75
| +357% | +$3.13K | ﹤0.01% | 3557 |
|
|
2023
Q1 | $1K | Buy |
21
+4
| +24% | +$190 | ﹤0.01% | 3908 |
|
|
2022
Q4 | $0 | Sell |
17
-18
| -51% | – | ﹤0.01% | 4208 |
|
|
2022
Q3 | $1K | Sell |
35
-55
| -61% | -$1.57K | ﹤0.01% | 3746 |
|
|
2022
Q2 | $3K | Buy |
90
+78
| +650% | +$2.6K | ﹤0.01% | 3228 |
|
|
2022
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 3387 |
|