Surgery Partners shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Surgery Partners
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Quarterly reported holdings in Surgery Partners by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $331k | 16k | 21.17 |
| 2024-09-30 | $504k | 16k | 32.24 |
| 2024-06-30 | $372k | 16k | 23.79 |
| 2024-03-31 | $466k | 16k | 29.83 |
| 2023-09-30 | $457k | 16k | 29.25 |
| 2023-06-30 | $703k | 16k | 44.99 |
| 2023-03-31 | $539k | 16k | 34.47 |
| 2022-09-30 | $483k | 21k | 23.41 |
| 2022-06-30 | $597k | 21k | 28.94 |
| 2022-03-31 | $1.1M | 21k | 55.06 |
| 2021-12-31 | $1.1M | 21k | 53.41 |
| 2021-09-30 | $874k | 21k | 42.36 |
| 2021-06-30 | $1.4M | 21k | 66.64 |
| 2021-03-31 | $913k | 21k | 44.25 |
| 2020-12-31 | $889k | 31k | 29.02 |
| 2020-09-30 | $715k | 33k | 21.91 |
| 2020-06-30 | $378k | 33k | 11.58 |
| 2020-03-31 | $213k | 33k | 6.53 |
| 2019-12-31 | $511k | 33k | 15.66 |
More positions owned by Walled Lake Planning & Wealth Management
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