Financial Life Planners’s Monogram Orthopaedics MGRM Stock Holding History

Financial Life Planners’s Portfolio MGRM Stock Details MGRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-500	Closed	-$2.94K	–	219
2025 Q3	$2.94K	Buy	+500	New	+$2.67K	﹤0.01%	290
2025 Q1	–	Sell	-500	Closed	-$1.19K	–	262
2024 Q4	$1.19K	Buy	+500	New	+$1.17K	﹤0.01%	343

Financial Life Planners's MGRM Position: Q4 2025 in Review

Financial Life Planners sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 500 shares — an estimated $2.94K sold.

Financial Life Planners first reported a position in MGRM in Q4 2024 and held it in 2 quarters. The position peaked at $2.94K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Financial Life Planners reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Financial Life Planners sold 500 Monogram Orthopaedics shares in Q4 2025, an estimated $2.94K.
Financial Life Planners first reported a position in Monogram Orthopaedics in Q4 2024 and held it in 2 quarters.
Financial Life Planners's Monogram Orthopaedics position peaked at $2.94K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.