WCM Investment Management’s Surgery Partners SGRY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-509,413
| Closed | -$12.2M | – | 276 |
|
|
2025
Q1 | $12.2M | Sell |
509,413
-2,644
| -0.5% | -$63.3K | 0.03% | 131 |
|
|
2024
Q4 | $10.5M | Sell |
512,057
-10,027
| -2% | -$206K | 0.02% | 152 |
|
|
2024
Q3 | $16.7M | Buy |
522,084
+1,819
| +0.3% | +$58.1K | 0.04% | 112 |
|
|
2024
Q2 | $12.7M | Buy |
520,265
+11,777
| +2% | +$286K | 0.03% | 135 |
|
|
2024
Q1 | $15.2M | Buy |
508,488
+2,652
| +0.5% | +$79.1K | 0.04% | 123 |
|
|
2023
Q4 | $16.3M | Buy |
505,836
+39,456
| +8% | +$1.27M | 0.05% | 115 |
|
|
2023
Q3 | $13.6M | Buy |
466,380
+48,722
| +12% | +$1.42M | 0.04% | 111 |
|
|
2023
Q2 | $19M | Buy |
417,658
+29,692
| +8% | +$1.35M | 0.06% | 79 |
|
|
2023
Q1 | $13.4M | Buy |
387,966
+2,791
| +0.7% | +$96.2K | 0.04% | 114 |
|
|
2022
Q4 | $10.7M | Sell |
385,175
-6,414
| -2% | -$179K | 0.04% | 129 |
|
|
2022
Q3 | $9.72M | Buy |
391,589
+38,111
| +11% | +$946K | 0.03% | 124 |
|
|
2022
Q2 | $10.6M | Buy |
353,478
+74,410
| +27% | +$2.24M | 0.04% | 124 |
|
|
2022
Q1 | $15.4M | Buy |
279,068
+26,444
| +10% | +$1.46M | 0.04% | 95 |
|
|
2021
Q4 | $13.5M | Buy |
252,624
+97,536
| +63% | +$5.21M | 0.03% | 109 |
|
|
2021
Q3 | $6.57M | Buy |
155,088
+1,014
| +0.7% | +$42.9K | 0.02% | 143 |
|
|
2021
Q2 | $10.3M | Sell |
154,074
-78,601
| -34% | -$5.24M | 0.03% | 123 |
|
|
2021
Q1 | $10.3M | Sell |
232,675
-5,838
| -2% | -$258K | 0.03% | 108 |
|
|
2020
Q4 | $6.92M | Sell |
238,513
-124,979
| -34% | -$3.63M | 0.02% | 130 |
|
|
2020
Q3 | $7.96M | Sell |
363,492
-78,478
| -18% | -$1.72M | 0.03% | 109 |
|
|
2020
Q2 | $5.11M | Buy |
+441,970
| New | +$5.11M | 0.02% | 128 |
|
|
2019
Q3 | – | Sell |
-62,019
| Closed | -$505K | – | 164 |
|
|
2019
Q2 | $505K | Sell |
62,019
-1,528
| -2% | -$12.4K | ﹤0.01% | 142 |
|
|
2019
Q1 | $717K | Buy |
+63,547
| New | +$717K | 0.01% | 130 |
|