Winch Advisory Services’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 |
-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 |
|