DPW
DiNuzzo Private Wealth’s Surgery Partners SGRY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45 | Sell |
2
-4
| -67% | -$90 | ﹤0.01% | 1338 |
|
|
2025
Q1 | $143 | Sell |
6
-1
| -14% | -$24 | ﹤0.01% | 1272 |
|
|
2024
Q4 | $149 | Sell |
7
-5
| -42% | -$106 | ﹤0.01% | 1307 |
|
|
2024
Q3 | $387 | Hold |
12
| – | – | ﹤0.01% | 1181 |
|
|
2024
Q2 | $286 | Buy |
12
+2
| +20% | +$48 | ﹤0.01% | 1198 |
|
|
2024
Q1 | $299 | Hold |
10
| – | – | ﹤0.01% | 1123 |
|
|
2023
Q4 | $320 | Buy |
+10
| New | +$320 | ﹤0.01% | 1113 |
|