A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Surgery Partners, Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 15,632 shares of SGRY stock, worth $331,711. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,632
Previous 15,632 -0.0%
Holding current value
$331,711
Previous $371,000 35.58%
% of portfolio
0.2%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$26.3 - $35.94 $411,121 - $561,814
15,632 New
15,632 $538,000
Q1 2021

May 17, 2021

SELL
$27.6 - $44.26 $276,000 - $442,600
-10,000 Reduced 32.65%
20,632 $913,000
Q4 2020

Feb 19, 2021

SELL
$21.71 - $29.01 $43,420 - $58,020
-2,000 Reduced 6.13%
30,632 $889,000
Q4 2019

May 15, 2020

BUY
$7.09 - $15.99 $231,360 - $521,785
32,632 New
32,632 $511,000

Others Institutions Holding SGRY

About Surgery Partners, Inc.


  • Ticker SGRY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 89,935,296
  • Market Cap $1.91B
  • Description
  • Surgery Partners, Inc., through its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. Its surgical facilities comprise ambulatory surgery centers and surgical hospitals that offer non-emergency...
More about SGRY
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