Morgan Stanley’s Surgery Partners SGRY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.3M Buy
553,813
+195,440
+55% +$4.34M ﹤0.01% 3252
2025
Q1
$8.51M Sell
358,373
-104,436
-23% -$2.48M ﹤0.01% 3487
2024
Q4
$9.8M Buy
462,809
+17,349
+4% +$367K ﹤0.01% 3434
2024
Q3
$14.4M Sell
445,460
-6,473
-1% -$209K ﹤0.01% 3117
2024
Q2
$10.8M Buy
451,933
+61,099
+16% +$1.45M ﹤0.01% 3266
2024
Q1
$11.7M Sell
390,834
-474,388
-55% -$14.2M ﹤0.01% 3213
2023
Q4
$27.7M Buy
865,222
+620,593
+254% +$19.9M ﹤0.01% 3053
2023
Q3
$7.16M Sell
244,629
-99,515
-29% -$2.91M ﹤0.01% 3426
2023
Q2
$15.5M Buy
344,144
+232,079
+207% +$10.4M ﹤0.01% 2735
2023
Q1
$3.86M Sell
112,065
-99,481
-47% -$3.43M ﹤0.01% 3986
2022
Q4
$5.89M Buy
211,546
+14,936
+8% +$416K ﹤0.01% 3603
2022
Q3
$4.6M Buy
196,610
+2,503
+1% +$58.6K ﹤0.01% 3766
2022
Q2
$5.61M Buy
194,107
+16,710
+9% +$483K ﹤0.01% 3661
2022
Q1
$9.77M Buy
177,397
+105,414
+146% +$5.8M ﹤0.01% 2928
2021
Q4
$3.84M Sell
71,983
-65,349
-48% -$3.49M ﹤0.01% 3990
2021
Q3
$5.81M Sell
137,332
-339,864
-71% -$14.4M ﹤0.01% 3513
2021
Q2
$31.8M Buy
477,196
+22,352
+5% +$1.49M ﹤0.01% 1687
2021
Q1
$20.1M Buy
454,844
+429,047
+1,663% +$19M ﹤0.01% 1906
2020
Q4
$749K Buy
25,797
+12,598
+95% +$366K ﹤0.01% 4827
2020
Q3
$289K Buy
13,199
+4,935
+60% +$108K ﹤0.01% 4920
2020
Q2
$95K Buy
8,264
+5,795
+235% +$66.6K ﹤0.01% 5425
2020
Q1
$16K Sell
2,469
-36,586
-94% -$237K ﹤0.01% 5889
2019
Q4
$611K Buy
39,055
+31,862
+443% +$498K ﹤0.01% 4820
2019
Q3
$53K Buy
7,193
+5,319
+284% +$39.2K ﹤0.01% 5705
2019
Q2
$15K Sell
1,874
-2,567
-58% -$20.5K ﹤0.01% 6025
2019
Q1
$50K Sell
4,441
-69,241
-94% -$780K ﹤0.01% 5663
2018
Q4
$722K Buy
73,682
+8,320
+13% +$81.5K ﹤0.01% 4532
2018
Q3
$1.08M Buy
65,362
+7,034
+12% +$116K ﹤0.01% 4478
2018
Q2
$869K Buy
58,328
+16,581
+40% +$247K ﹤0.01% 4719
2018
Q1
$716K Buy
41,747
+1,723
+4% +$29.6K ﹤0.01% 4778
2017
Q4
$485K Buy
40,024
+13,958
+54% +$169K ﹤0.01% 4994
2017
Q3
$270K Buy
26,066
+7,274
+39% +$75.3K ﹤0.01% 5211
2017
Q2
$428K Sell
18,792
-6,743
-26% -$154K ﹤0.01% 4902
2017
Q1
$498K Sell
25,535
-29,645
-54% -$578K ﹤0.01% 4836
2016
Q4
$875K Buy
55,180
+48,641
+744% +$771K ﹤0.01% 4561
2016
Q3
$133K Buy
6,539
+2,633
+67% +$53.6K ﹤0.01% 5197
2016
Q2
$70K Buy
3,906
+1,780
+84% +$31.9K ﹤0.01% 5401
2016
Q1
$29K Sell
2,126
-14,213
-87% -$194K ﹤0.01% 5807
2015
Q4
$335K Buy
+16,339
New +$335K ﹤0.01% 4800