Prestige Wealth Management Group’s Surmodics SRDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.58K	Hold	53	–	–	﹤0.01%	781
2025 Q1	$1.62K	Hold	53	–	–	﹤0.01%	779
2024 Q4	$2.1K	Hold	53	–	–	﹤0.01%	771
2024 Q3	$2.06K	Hold	53	–	–	﹤0.01%	760
2024 Q2	$2.23K	Hold	53	–	–	﹤0.01%	691
2024 Q1	$1.56K	Hold	53	–	–	﹤0.01%	799
2023 Q4	$1.93K	Hold	53	–	–	﹤0.01%	747
2023 Q3	$1.7K	Hold	53	–	–	﹤0.01%	764
2023 Q2	$1.66K	Hold	53	–	–	﹤0.01%	797
2023 Q1	$1.21K	Hold	53	–	–	﹤0.01%	858
2022 Q4	$1.81K	Hold	53	–	–	﹤0.01%	852
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	778
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	787
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	810
2021 Q4	$3K	Hold	53	–	–	﹤0.01%	748
2021 Q3	$3K	Hold	53	–	–	﹤0.01%	755
2021 Q2	$3K	Hold	53	–	–	﹤0.01%	750
2021 Q1	$3K	Hold	53	–	–	﹤0.01%	740
2020 Q4	$2K	Hold	53	–	–	﹤0.01%	784
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	704
2020 Q2	$2K	Hold	53	–	–	﹤0.01%	699
2020 Q1	$2K	Hold	53	–	–	﹤0.01%	673
2019 Q4	$2K	Sell	53 -2	-4%	-$75	﹤0.01%	514
2019 Q3	$3K	Hold	55	–	–	﹤0.01%	462
2019 Q2	$2K	Hold	55	–	–	﹤0.01%	463
2019 Q1	$2K	Hold	55	–	–	﹤0.01%	461
2018 Q4	$3K	Buy	+55	New	+$3K	﹤0.01%	751