Ownership history in CWM, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in SURMODICS INC (SRDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,047 | +414 | +65.4% | 0.00% | $31K | — |
| 2025 Q2 | ADDED | 633 | +282 | +80.3% | 0.00% | $19K | — |
| 2025 Q1 | REDUCED | 351 | -149 | -29.8% | 0.00% | $11K | — |
| 2024 Q4 | REDUCED | 500 | -4 | -0.8% | 0.00% | $20K | — |
| 2024 Q3 | REDUCED | 504 | -1 | -0.2% | 0.00% | $20K | — |
| 2024 Q2 | ADDED | 505 | +2 | +0.4% | 0.00% | $21K | — |
| 2024 Q1 | ADDED | 503 | +116 | +30.0% | 0.00% | $15K | — |
| 2023 Q4 | ADDED | 387 | +31 | +8.7% | 0.00% | $14K | — |
| 2023 Q3 | UNCHANGED | 356 | — | 0% | 0.00% | $11K | — |
| 2023 Q2 | REDUCED | 356 | -11 | -3.0% | 0.00% | $11K | — |