Pathstone Holdings’s Surgery Partners SGRY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
2025
Q1
$1.15M Buy
2024
Q4
$526K Sell
2024
Q3
$1.85M Buy
2024
Q2
$1.04M Buy
2024
Q1
$965K Buy
2023
Q4
$465K Buy