Wells Fargo’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
7,307
+116
| +2% | +$3.45K | ﹤0.01% | 4340 |
|
|
2025
Q1 | $220K | Buy |
7,191
+159
| +2% | +$4.85K | ﹤0.01% | 4200 |
|
|
2024
Q4 | $278K | Buy |
7,032
+2,041
| +41% | +$80.8K | ﹤0.01% | 4102 |
|
|
2024
Q3 | $194K | Sell |
4,991
-11
| -0.2% | -$427 | ﹤0.01% | 4216 |
|
|
2024
Q2 | $210K | Buy |
5,002
+714
| +17% | +$30K | ﹤0.01% | 4141 |
|
|
2024
Q1 | $126K | Buy |
4,288
+716
| +20% | +$21K | ﹤0.01% | 4391 |
|
|
2023
Q4 | $130K | Buy |
3,572
+715
| +25% | +$26K | ﹤0.01% | 4349 |
|
|
2023
Q3 | $91.7K | Sell |
2,857
-2,993
| -51% | -$96K | ﹤0.01% | 4490 |
|
|
2023
Q2 | $183K | Buy |
5,850
+3,212
| +122% | +$101K | ﹤0.01% | 4387 |
|
|
2023
Q1 | $60.1K | Buy |
2,638
+2,031
| +335% | +$46.3K | ﹤0.01% | 4783 |
|
|
2022
Q4 | $20.7K | Sell |
607
-423
| -41% | -$14.4K | ﹤0.01% | 4928 |
|
|
2022
Q3 | $31K | Sell |
1,030
-131
| -11% | -$3.94K | ﹤0.01% | 4862 |
|
|
2022
Q2 | $44K | Sell |
1,161
-13,410
| -92% | -$508K | ﹤0.01% | 4815 |
|
|
2022
Q1 | $661K | Sell |
14,571
-5,258
| -27% | -$239K | ﹤0.01% | 3952 |
|
|
2021
Q4 | $955K | Sell |
19,829
-13,523
| -41% | -$651K | ﹤0.01% | 3892 |
|
|
2021
Q3 | $1.86M | Buy |
33,352
+3,737
| +13% | +$208K | ﹤0.01% | 3545 |
|
|
2021
Q2 | $1.61M | Buy |
29,615
+40
| +0.1% | +$2.17K | ﹤0.01% | 3678 |
|
|
2021
Q1 | $1.66M | Sell |
29,575
-11,433
| -28% | -$641K | ﹤0.01% | 3631 |
|
|
2020
Q4 | $1.79M | Sell |
41,008
-230
| -0.6% | -$10K | ﹤0.01% | 3534 |
|
|
2020
Q3 | $1.61M | Buy |
41,238
+6,436
| +18% | +$250K | ﹤0.01% | 3434 |
|
|
2020
Q2 | $1.51M | Buy |
34,802
+8,166
| +31% | +$353K | ﹤0.01% | 3420 |
|
|
2020
Q1 | $888K | Buy |
26,636
+120
| +0.5% | +$4K | ﹤0.01% | 3520 |
|
|
2019
Q4 | $1.1M | Sell |
26,516
-11,174
| -30% | -$463K | ﹤0.01% | 3739 |
|
|
2019
Q3 | $1.72M | Sell |
37,690
-3,520
| -9% | -$161K | ﹤0.01% | 3411 |
|
|
2019
Q2 | $1.78M | Sell |
41,210
-150
| -0.4% | -$6.48K | ﹤0.01% | 3424 |
|
|
2019
Q1 | $1.8M | Buy |
41,360
+11,327
| +38% | +$492K | ﹤0.01% | 3429 |
|
|
2018
Q4 | $1.42M | Buy |
30,033
+4,105
| +16% | +$194K | ﹤0.01% | 3509 |
|
|
2018
Q3 | $1.94M | Buy |
25,928
+521
| +2% | +$38.9K | ﹤0.01% | 3397 |
|
|
2018
Q2 | $1.4M | Sell |
25,407
-2,078
| -8% | -$115K | ﹤0.01% | 3685 |
|
|
2018
Q1 | $1.05M | Sell |
27,485
-724
| -3% | -$27.6K | ﹤0.01% | 3822 |
|
|
2017
Q4 | $789K | Buy |
28,209
+4,808
| +21% | +$134K | ﹤0.01% | 4006 |
|
|
2017
Q3 | $726K | Buy |
23,401
+4,564
| +24% | +$142K | ﹤0.01% | 3997 |
|
|
2017
Q2 | $530K | Sell |
18,837
-793
| -4% | -$22.3K | ﹤0.01% | 4087 |
|
|
2017
Q1 | $472K | Hold |
19,630
| – | – | ﹤0.01% | 4181 |
|
|
2016
Q4 | $499K | Buy |
19,630
+4,401
| +29% | +$112K | ﹤0.01% | 4087 |
|
|
2016
Q3 | $458K | Sell |
15,229
-9,690
| -39% | -$291K | ﹤0.01% | 3889 |
|
|
2016
Q2 | $585K | Buy |
24,919
+1,076
| +5% | +$25.3K | ﹤0.01% | 3736 |
|
|
2016
Q1 | $439K | Sell |
23,843
-3,518
| -13% | -$64.8K | ﹤0.01% | 3852 |
|
|
2015
Q4 | $555K | Buy |
27,361
+9,093
| +50% | +$184K | ﹤0.01% | 3758 |
|
|
2015
Q3 | $399K | Sell |
18,268
-76,600
| -81% | -$1.67M | ﹤0.01% | 3963 |
|
|
2015
Q2 | $2.22M | Buy |
94,868
+93,579
| +7,260% | +$2.19M | ﹤0.01% | 2991 |
|
|
2015
Q1 | $34K | Buy |
1,289
+58
| +5% | +$1.53K | ﹤0.01% | 4977 |
|
|
2014
Q4 | $27K | Sell |
1,231
-138,421
| -99% | -$3.04M | ﹤0.01% | 5038 |
|
|
2014
Q3 | $2.54M | Sell |
139,652
-145,872
| -51% | -$2.65M | ﹤0.01% | 2837 |
|
|
2014
Q2 | $6.12M | Sell |
285,524
-4,603
| -2% | -$98.6K | ﹤0.01% | 2175 |
|
|
2014
Q1 | $6.56M | Buy |
290,127
+2,611
| +0.9% | +$59K | ﹤0.01% | 2126 |
|
|
2013
Q4 | $7.01M | Sell |
287,516
-34,340
| -11% | -$837K | ﹤0.01% | 2000 |
|
|
2013
Q3 | $7.65M | Sell |
321,856
-493
| -0.2% | -$11.7K | ﹤0.01% | 1858 |
|
|
2013
Q2 | $6.45M | Buy |
+322,349
| New | +$6.45M | ﹤0.01% | 1907 |
|