Creative Planning’s Monogram Orthopaedics MGRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-12,814
Closed -$75.2K 4029
2025
Q3
$75.2K Buy
+12,814
New +$68.4K ﹤0.01% 3710