Morgan Stanley’s Surmodics SRDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.5M Sell
655,805
-20,184
-3% -$600K ﹤0.01% 2832
2025
Q1
$20.6M Buy
675,989
+1,348
+0.2% +$41.2K ﹤0.01% 2669
2024
Q4
$26.7M Sell
674,641
-78,065
-10% -$3.09M ﹤0.01% 2467
2024
Q3
$29.2M Sell
752,706
-363,371
-33% -$14.1M ﹤0.01% 2410
2024
Q2
$46.9M Buy
1,116,077
+262,162
+31% +$11M ﹤0.01% 1823
2024
Q1
$25.1M Sell
853,915
-1,629,671
-66% -$47.8M ﹤0.01% 2453
2023
Q4
$90.3M Buy
2,483,586
+2,360,712
+1,921% +$85.8M ﹤0.01% 1831
2023
Q3
$3.94M Buy
122,874
+62,310
+103% +$2M ﹤0.01% 3918
2023
Q2
$1.9M Sell
60,564
-4,472
-7% -$140K ﹤0.01% 4457
2023
Q1
$1.48M Sell
65,036
-19,723
-23% -$449K ﹤0.01% 4630
2022
Q4
$2.89M Sell
84,759
-1,039
-1% -$35.5K ﹤0.01% 4199
2022
Q3
$2.61M Sell
85,798
-25,647
-23% -$780K ﹤0.01% 4249
2022
Q2
$4.15M Buy
111,445
+58,556
+111% +$2.18M ﹤0.01% 3930
2022
Q1
$2.4M Sell
52,889
-1,209
-2% -$54.8K ﹤0.01% 4378
2021
Q4
$2.6M Buy
54,098
+2,797
+5% +$135K ﹤0.01% 4359
2021
Q3
$2.85M Sell
51,301
-2,310
-4% -$128K ﹤0.01% 4278
2021
Q2
$2.91M Buy
53,611
+10,429
+24% +$566K ﹤0.01% 4319
2021
Q1
$2.42M Sell
43,182
-29,757
-41% -$1.67M ﹤0.01% 4116
2020
Q4
$3.17M Buy
72,939
+30,913
+74% +$1.35M ﹤0.01% 3754
2020
Q3
$1.64M Sell
42,026
-2,734
-6% -$106K ﹤0.01% 3834
2020
Q2
$1.94M Buy
44,760
+2,477
+6% +$107K ﹤0.01% 3634
2020
Q1
$1.41M Sell
42,283
-27,869
-40% -$928K ﹤0.01% 3672
2019
Q4
$2.91M Buy
70,152
+19,881
+40% +$824K ﹤0.01% 3725
2019
Q3
$2.3M Sell
50,271
-49,664
-50% -$2.27M ﹤0.01% 3642
2019
Q2
$4.32M Buy
99,935
+85,592
+597% +$3.7M ﹤0.01% 3062
2019
Q1
$624K Sell
14,343
-46,706
-77% -$2.03M ﹤0.01% 4423
2018
Q4
$2.89M Buy
61,049
+25,011
+69% +$1.18M ﹤0.01% 3470
2018
Q3
$2.69M Sell
36,038
-66,815
-65% -$4.99M ﹤0.01% 3758
2018
Q2
$5.68M Buy
102,853
+42,294
+70% +$2.33M ﹤0.01% 3006
2018
Q1
$2.3M Sell
60,559
-4,863
-7% -$185K ﹤0.01% 3867
2017
Q4
$1.83M Sell
65,422
-4,528
-6% -$127K ﹤0.01% 4095
2017
Q3
$2.17M Buy
69,950
+4,515
+7% +$140K ﹤0.01% 3807
2017
Q2
$1.84M Sell
65,435
-23,688
-27% -$666K ﹤0.01% 3887
2017
Q1
$2.14M Buy
89,123
+7,167
+9% +$172K ﹤0.01% 3750
2016
Q4
$2.08M Buy
81,956
+33,311
+68% +$847K ﹤0.01% 3888
2016
Q3
$1.46M Sell
48,645
-20,654
-30% -$621K ﹤0.01% 3747
2016
Q2
$1.63M Sell
69,299
-50,286
-42% -$1.18M ﹤0.01% 3592
2016
Q1
$2.2M Buy
119,585
+11,650
+11% +$215K ﹤0.01% 3270
2015
Q4
$2.19M Buy
107,935
+7,142
+7% +$145K ﹤0.01% 3412
2015
Q3
$2.2M Buy
100,793
+27,158
+37% +$593K ﹤0.01% 3421
2015
Q2
$1.73M Buy
73,635
+39,803
+118% +$932K ﹤0.01% 3761
2015
Q1
$880K Sell
33,832
-50,607
-60% -$1.32M ﹤0.01% 4230
2014
Q4
$1.87M Buy
84,439
+4,177
+5% +$92.4K ﹤0.01% 3630
2014
Q3
$1.46M Buy
80,262
+4,007
+5% +$72.7K ﹤0.01% 3711
2014
Q2
$1.63M Buy
76,255
+751
+1% +$16.1K ﹤0.01% 3652
2014
Q1
$1.71M Buy
75,504
+39,218
+108% +$887K ﹤0.01% 3563
2013
Q4
$886K Sell
36,286
-51,475
-59% -$1.26M ﹤0.01% 4022
2013
Q3
$2.09M Sell
87,761
-43,054
-33% -$1.02M ﹤0.01% 3175
2013
Q2
$2.62M Buy
+130,815
New +$2.62M ﹤0.01% 2929