Wells Fargo’s Monogram Orthopaedics MGRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,500
| Closed | -$8.8K | – | 7279 |
|
|
2025
Q3 | $8.8K | Sell |
1,500
-2,400
| -62% | -$12.8K | ﹤0.01% | 5970 |
|
|
2025
Q2 | $11.3K | Sell |
3,900
-8,097
| -67% | -$21.8K | ﹤0.01% | 5922 |
|
|
2025
Q1 | $35.3K | Buy |
11,997
+400
| +3% | +$1.06K | ﹤0.01% | 5504 |
|
|
2024
Q4 | $27.5K | Buy |
11,597
+8,597
| +287% | +$20.2K | ﹤0.01% | 5678 |
|
|
2024
Q3 | $7.95K | Buy |
3,000
+2,000
| +200% | +$5.21K | ﹤0.01% | 5845 |
|
|
2024
Q2 | $2.15K | Sell |
1,000
-5,000
| -83% | -$11K | ﹤0.01% | 6007 |
|
|
2024
Q1 | $14.6K | Sell |
6,000
-500
| -8% | -$1.47K | ﹤0.01% | 5654 |
|
|
2023
Q4 | $22.4K | Buy |
6,500
+1,000
| +18% | +$3.01K | ﹤0.01% | 5603 |
|
|
2023
Q3 | $14.3K | Buy |
5,500
+500
| +10% | +$2.1K | ﹤0.01% | 5713 |
|
|
2023
Q2 | $19.9K | Buy |
+5,000
| New | +$25.9K | ﹤0.01% | 5738 |
|