Wells Fargo’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $458K | Sell |
38,448
-53,053
| -58% | -$761K | ﹤0.01% | 4224 |
|
|
2025
Q4 | $1.41M | Buy |
91,501
+27,942
| +44% | +$514K | ﹤0.01% | 3699 |
|
|
2025
Q3 | $1.38M | Buy |
63,559
+9,281
| +17% | +$207K | ﹤0.01% | 3583 |
|
|
2025
Q2 | $1.21M | Buy |
54,278
+3,371
| +7% | +$74.9K | ﹤0.01% | 3579 |
|
|
2025
Q1 | $1.21M | Sell |
50,907
-6,024
| -11% | -$143K | ﹤0.01% | 3525 |
|
|
2024
Q4 | $1.21M | Buy |
56,931
+783
| +1% | +$20.5K | ﹤0.01% | 3571 |
|
|
2024
Q3 | $1.81M | Buy |
56,148
+2,395
| +4% | +$70.7K | ﹤0.01% | 3118 |
|
|
2024
Q2 | $1.28M | Buy |
53,753
+15,629
| +41% | +$401K | ﹤0.01% | 3327 |
|
|
2024
Q1 | $1.14M | Buy |
38,124
+5,126
| +16% | +$160K | ﹤0.01% | 3377 |
|
|
2023
Q4 | $1.06M | Buy |
32,998
+4,442
| +16% | +$129K | ﹤0.01% | 3399 |
|
|
2023
Q3 | $835K | Sell |
28,556
-5,882
| -17% | -$211K | ﹤0.01% | 3447 |
|
|
2023
Q2 | $1.55M | Buy |
34,438
+19,868
| +136% | +$758K | ﹤0.01% | 3117 |
|
|
2023
Q1 | $502K | Buy |
14,570
+10,453
| +254% | +$339K | ﹤0.01% | 3842 |
|
|
2022
Q4 | $115K | Sell |
4,117
-661
| -14% | -$17.5K | ﹤0.01% | 4467 |
|
|
2022
Q3 | $112K | Sell |
4,778
-686
| -13% | -$21.9K | ﹤0.01% | 4548 |
|
|
2022
Q2 | $157K | Sell |
5,464
-12,150
| -69% | -$531K | ﹤0.01% | 4408 |
|
|
2022
Q1 | $969K | Sell |
17,614
-28,831
| -62% | -$1.43M | ﹤0.01% | 3924 |
|
|
2021
Q4 | $2.48M | Buy |
46,445
+15,734
| +51% | +$730K | ﹤0.01% | 3271 |
|
|
2021
Q3 | $1.3M | Sell |
30,711
-26,481
| -46% | -$1.35M | ﹤0.01% | 4025 |
|
|
2021
Q2 | $3.81M | Buy |
57,192
+15,536
| +37% | +$844K | ﹤0.01% | 3106 |
|
|
2021
Q1 | $1.84M | Sell |
41,656
-60,332
| -59% | -$2.24M | ﹤0.01% | 3766 |
|
|
2020
Q4 | $2.96M | Buy |
101,988
+5,040
| +5% | +$125K | ﹤0.01% | 3202 |
|
|
2020
Q3 | $2.12M | Buy |
96,948
+69,873
| +258% | +$1.24M | ﹤0.01% | 3262 |
|
|
2020
Q2 | $313K | Buy |
27,075
+10,673
| +65% | +$117K | ﹤0.01% | 4648 |
|
|
2020
Q1 | $107K | Sell |
16,402
-1,101
| -6% | -$15.7K | ﹤0.01% | 5025 |
|
|
2019
Q4 | $274K | Sell |
17,503
-132
| -0.7% | -$1.5K | ﹤0.01% | 4778 |
|
|
2019
Q3 | $130K | Buy |
17,635
+885
| +5% | +$6.34K | ﹤0.01% | 5198 |
|
|
2019
Q2 | $136K | Sell |
16,750
-14,474
| -46% | -$144K | ﹤0.01% | 5170 |
|
|
2019
Q1 | $352K | Buy |
31,224
+1,121
| +4% | +$14.1K | ﹤0.01% | 4537 |
|
|
2018
Q4 | $294K | Sell |
30,103
-38
| -0.1% | -$510 | ﹤0.01% | 4684 |
|
|
2018
Q3 | $497K | Buy |
30,141
+3,212
| +12% | +$51.2K | ﹤0.01% | 4442 |
|
|
2018
Q2 | $401K | Sell |
26,929
-1,175
| -4% | -$19.7K | ﹤0.01% | 4623 |
|
|
2018
Q1 | $482K | Sell |
28,104
-903
| -3% | -$14.1K | ﹤0.01% | 4410 |
|
|
2017
Q4 | $351K | Buy |
29,007
+3,211
| +12% | +$30.7K | ﹤0.01% | 4645 |
|
|
2017
Q3 | $266K | Sell |
25,796
-473,916
| -95% | -$6.78M | ﹤0.01% | 4758 |
|
|
2017
Q2 | $11.4M | Buy |
499,712
+102,258
| +26% | +$2.1M | ﹤0.01% | 1813 |
|
|
2017
Q1 | $7.75M | Buy |
397,454
+82,871
| +26% | +$1.61M | ﹤0.01% | 2086 |
|
|
2016
Q4 | $4.99M | Buy |
314,583
+308,120
| +4,767% | +$5.12M | ﹤0.01% | 2407 |
|
|
2016
Q3 | $131K | Sell |
6,463
-972,830
| -99% | -$17.9M | ﹤0.01% | 4745 |
|
|
2016
Q2 | $17.5M | Buy |
979,293
+168,914
| +21% | +$2.51M | 0.01% | 1419 |
|
|
2016
Q1 | $10.7M | Buy |
810,379
+125,934
| +18% | +$1.95M | ﹤0.01% | 1742 |
|
|
2015
Q4 | $14M | Buy |
+684,445
| New | +$13.1M | 0.01% | 1560 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM