Winch Advisory Services’s Monogram Orthopaedics MGRM Stock Holding History

Winch Advisory Services’s Portfolio MGRM Stock Details MGRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-130	Closed	-$763	–	514
2025 Q3	$763	Hold	130	–	–	﹤0.01%	466
2025 Q2	$376	Hold	130	–	–	﹤0.01%	471
2025 Q1	$382	Hold	130	–	–	﹤0.01%	468
2024 Q4	$308	Hold	130	–	–	﹤0.01%	521
2024 Q3	$345	Hold	130	–	–	﹤0.01%	431
2024 Q2	$280	Hold	130	–	–	﹤0.01%	425
2024 Q1	$317	Hold	130	–	–	﹤0.01%	418
2023 Q4	$447	Hold	130	–	–	﹤0.01%	408
2023 Q3	$0	Hold	130	–	–	﹤0.01%	441
2023 Q2	$1K	Buy	+130	New	+$673	﹤0.01%	400

Winch Advisory Services's MGRM Position: Q4 2025 in Review

Winch Advisory Services sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 130 shares — an estimated $763 sold.

Winch Advisory Services first reported a position in MGRM in Q2 2023 and held it in 10 quarters. The position peaked at $1K in Q2 2023. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Winch Advisory Services reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Winch Advisory Services sold 130 Monogram Orthopaedics shares in Q4 2025, an estimated $763.
Winch Advisory Services first reported a position in Monogram Orthopaedics in Q2 2023 and held it in 10 quarters.
Winch Advisory Services's Monogram Orthopaedics position peaked at $1K in Q2 2023.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Winch Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.