Walled Lake Planning & Wealth Management’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 | $347K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $703K | Hold |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $483K | Hold |
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|
2022
Q2 | $597K | Hold |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $874K | Hold |
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|
2021
Q2 | $1.38M | Hold |
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|
2021
Q1 | $913K | Sell |
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|
2020
Q4 | $889K | Sell |
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|
2020
Q3 | $715K | Hold |
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|
2020
Q2 | $378K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $511K | Buy |
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