Walled Lake Planning & Wealth Management’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Hold |
15,632
| – | – | 0.11% | 95 |
|
|
2025
Q1 | $371K | Hold |
15,632
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $331K | Hold |
15,632
| – | – | 0.12% | 100 |
|
|
2024
Q3 | $504K | Hold |
15,632
| – | – | 0.19% | 66 |
|
|
2024
Q2 | $372K | Hold |
15,632
| – | – | 0.15% | 79 |
|
|
2024
Q1 | $466K | Hold |
15,632
| – | – | 0.19% | 60 |
|
|
2023
Q4 | $500K | Hold |
15,632
| – | – | 0.23% | 47 |
|
|
2023
Q3 | $457K | Hold |
15,632
| – | – | 0.23% | 45 |
|
|
2023
Q2 | $703K | Hold |
15,632
| – | – | 0.34% | 39 |
|
|
2023
Q1 | $539K | Buy |
+15,632
| New | +$539K | 0.28% | 42 |
|
|
2022
Q4 | – | Sell |
-20,632
| Closed | -$483K | – | 79 |
|
|
2022
Q3 | $483K | Hold |
20,632
| – | – | 0.34% | 41 |
|
|
2022
Q2 | $597K | Hold |
20,632
| – | – | 0.41% | 37 |
|
|
2022
Q1 | $1.14M | Hold |
20,632
| – | – | 0.68% | 36 |
|
|
2021
Q4 | $1.1M | Hold |
20,632
| – | – | 0.64% | 36 |
|
|
2021
Q3 | $874K | Hold |
20,632
| – | – | 0.54% | 36 |
|
|
2021
Q2 | $1.38M | Hold |
20,632
| – | – | 0.89% | 31 |
|
|
2021
Q1 | $913K | Sell |
20,632
-10,000
| -33% | -$443K | 0.63% | 33 |
|
|
2020
Q4 | $889K | Sell |
30,632
-2,000
| -6% | -$58K | 0.68% | 32 |
|
|
2020
Q3 | $715K | Hold |
32,632
| – | – | 0.58% | 34 |
|
|
2020
Q2 | $378K | Hold |
32,632
| – | – | 0.32% | 39 |
|
|
2020
Q1 | $213K | Hold |
32,632
| – | – | 0.19% | 57 |
|
|
2019
Q4 | $511K | Buy |
+32,632
| New | +$511K | 0.37% | 36 |
|