UBS 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 | $12.6M | Buy |
422,724
+356,982
| +543% | +$10.6M | ﹤0.01% | 2233 |
|
2025
Q1 | $2.01M | Buy |
65,742
+58,835
| +852% | +$1.8M | ﹤0.01% | 3693 |
|
2024
Q4 | $274K | Buy |
6,907
+3,374
| +95% | +$134K | ﹤0.01% | 5071 |
|
2024
Q3 | $137K | Sell |
3,533
-1,260
| -26% | -$48.9K | ﹤0.01% | 4948 |
|
2024
Q2 | $201K | Sell |
4,793
-9,882
| -67% | -$415K | ﹤0.01% | 4540 |
|
2024
Q1 | $431K | Sell |
14,675
-241
| -2% | -$7.07K | ﹤0.01% | 4209 |
|
2023
Q4 | $542K | Buy |
14,916
+4,742
| +47% | +$172K | ﹤0.01% | 3919 |
|
2023
Q3 | $326K | Sell |
10,174
-4,312
| -30% | -$138K | ﹤0.01% | 3908 |
|
2023
Q2 | $454K | Buy |
14,486
+7,513
| +108% | +$235K | ﹤0.01% | 3899 |
|
2023
Q1 | $159K | Buy |
6,973
+2,658
| +62% | +$60.5K | ﹤0.01% | 4518 |
|
2022
Q4 | $147K | Buy |
4,315
+2,025
| +88% | +$69.1K | ﹤0.01% | 4642 |
|
2022
Q3 | $70K | Buy |
2,290
+1,340
| +141% | +$41K | ﹤0.01% | 4976 |
|
2022
Q2 | $35K | Sell |
950
-4,423
| -82% | -$163K | ﹤0.01% | 5203 |
|
2022
Q1 | $243K | Sell |
5,373
-5,222
| -49% | -$236K | ﹤0.01% | 4236 |
|
2021
Q4 | $510K | Buy |
10,595
+6,047
| +133% | +$291K | ﹤0.01% | 3964 |
|
2021
Q3 | $253K | Sell |
4,548
-1,707
| -27% | -$95K | ﹤0.01% | 4130 |
|
2021
Q2 | $340K | Sell |
6,255
-2,044
| -25% | -$111K | ﹤0.01% | 4000 |
|
2021
Q1 | $465K | Sell |
8,299
-2,070
| -20% | -$116K | ﹤0.01% | 3981 |
|
2020
Q4 | $451K | Buy |
10,369
+4,072
| +65% | +$177K | ﹤0.01% | 3746 |
|
2020
Q3 | $245K | Sell |
6,297
-1,300
| -17% | -$50.6K | ﹤0.01% | 3874 |
|
2020
Q2 | $329K | Sell |
7,597
-3,227
| -30% | -$140K | ﹤0.01% | 3672 |
|
2020
Q1 | $361K | Sell |
10,824
-7,733
| -42% | -$258K | ﹤0.01% | 3479 |
|
2019
Q4 | $769K | Buy |
18,557
+7,101
| +62% | +$294K | ﹤0.01% | 3553 |
|
2019
Q3 | $524K | Buy |
11,456
+7,569
| +195% | +$346K | ﹤0.01% | 3689 |
|
2019
Q2 | $168K | Buy |
3,887
+1,439
| +59% | +$62.2K | ﹤0.01% | 4204 |
|
2019
Q1 | $107K | Sell |
2,448
-3,842
| -61% | -$168K | ﹤0.01% | 4239 |
|
2018
Q4 | $297K | Sell |
6,290
-3,992
| -39% | -$188K | ﹤0.01% | 3828 |
|
2018
Q3 | $768K | Buy |
10,282
+2,188
| +27% | +$163K | ﹤0.01% | 3355 |
|
2018
Q2 | $447K | Buy |
8,094
+4,962
| +158% | +$274K | ﹤0.01% | 3618 |
|
2018
Q1 | $120K | Sell |
3,132
-785
| -20% | -$30.1K | ﹤0.01% | 4285 |
|
2017
Q4 | $109K | Buy |
3,917
+1,074
| +38% | +$29.9K | ﹤0.01% | 4363 |
|
2017
Q3 | $88K | Sell |
2,843
-574
| -17% | -$17.8K | ﹤0.01% | 4516 |
|
2017
Q2 | $96K | Buy |
3,417
+1,361
| +66% | +$38.2K | ﹤0.01% | 4311 |
|
2017
Q1 | $49K | Sell |
2,056
-2,751
| -57% | -$65.6K | ﹤0.01% | 4641 |
|
2016
Q4 | $122K | Buy |
4,807
+1,910
| +66% | +$48.5K | ﹤0.01% | 4272 |
|
2016
Q3 | $88K | Buy |
2,897
+2,881
| +18,006% | +$87.5K | ﹤0.01% | 4218 |
|
2016
Q2 | $0 | Sell |
16
-1,067
| -99% | – | ﹤0.01% | 6913 |
|
2016
Q1 | $20K | Sell |
1,083
-598
| -36% | -$11K | ﹤0.01% | 5376 |
|
2015
Q4 | $34K | Buy |
1,681
+410
| +32% | +$8.29K | ﹤0.01% | 5097 |
|
2015
Q3 | $28K | Buy |
1,271
+59
| +5% | +$1.3K | ﹤0.01% | 5166 |
|
2015
Q2 | $28K | Buy |
1,212
+95
| +9% | +$2.2K | ﹤0.01% | 5234 |
|
2015
Q1 | $29K | Buy |
1,117
+230
| +26% | +$5.97K | ﹤0.01% | 5082 |
|
2014
Q4 | $20K | Buy |
+887
| New | +$20K | ﹤0.01% | 5560 |
|