Surgery Partners shares owned by CWM Advisors
Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Surgery Partners
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Quarterly reported holdings in Surgery Partners by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 21k | 21.64 |
| 2025-06-30 | $392k | 18k | 22.23 |
| 2025-03-31 | $345k | 15k | 23.75 |
| 2024-12-31 | $403k | 19k | 21.17 |
| 2024-09-30 | $416k | 13k | 32.24 |
| 2024-06-30 | $359k | 15k | 23.79 |
| 2024-03-31 | $362k | 12k | 29.83 |
| 2023-12-31 | $396k | 12k | 31.99 |
| 2023-09-30 | $530k | 18k | 29.25 |
| 2023-06-30 | $313k | 7.0k | 44.99 |
| 2023-03-31 | $272k | 7.9k | 34.47 |
| 2022-12-31 | $237k | 8.5k | 27.86 |
| 2022-09-30 | $204k | 8.7k | 23.45 |