1WA
180 Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
3,620
-231
| -6% | -$126K | 0.27% | 95 |
|
|
2025
Q1 | $1.91M | Buy |
3,851
+180
| +5% | +$89.1K | 0.3% | 85 |
|
|
2024
Q4 | $1.92M | Sell |
3,671
-12
| -0.3% | -$6.26K | 0.3% | 81 |
|
|
2024
Q3 | $1.81M | Buy |
3,683
+5
| +0.1% | +$2.46K | 0.28% | 91 |
|
|
2024
Q2 | $1.63M | Sell |
3,678
-3
| -0.1% | -$1.33K | 0.27% | 92 |
|
|
2024
Q1 | $1.47M | Buy |
3,681
+8
| +0.2% | +$3.19K | 0.26% | 95 |
|
|
2023
Q4 | $1.22M | Buy |
3,673
+143
| +4% | +$47.3K | 0.24% | 102 |
|
|
2023
Q3 | $1.03M | Sell |
3,530
-22
| -0.6% | -$6.43K | 0.23% | 105 |
|
|
2023
Q2 | $1.19M | Sell |
3,552
-55
| -2% | -$18.5K | 0.26% | 98 |
|
|
2023
Q1 | $921K | Buy |
3,607
+71
| +2% | +$18.1K | 0.21% | 115 |
|
|
2022
Q4 | $886K | Sell |
3,536
-55
| -2% | -$13.8K | 0.21% | 108 |
|
|
2022
Q3 | $673K | Buy |
3,591
+17
| +0.5% | +$3.19K | 0.19% | 113 |
|
|
2022
Q2 | $737K | Buy |
3,574
+64
| +2% | +$13.2K | 0.19% | 114 |
|
|
2022
Q1 | $1.04M | Buy |
3,510
+80
| +2% | +$23.6K | 0.23% | 106 |
|
|
2021
Q4 | $924K | Buy |
3,430
+106
| +3% | +$28.6K | 0.21% | 114 |
|
|
2021
Q3 | $1.1M | Buy |
3,324
+2,255
| +211% | +$748K | 0.24% | 106 |
|
|
2021
Q2 | $1.06M | Sell |
1,069
-21
| -2% | -$20.9K | 0.24% | 105 |
|
|
2021
Q1 | $899K | Buy |
1,090
+276
| +34% | +$228K | 0.22% | 111 |
|
|
2020
Q4 | $634K | Buy |
814
+302
| +59% | +$235K | 0.18% | 122 |
|
|
2020
Q3 | $375K | Sell |
512
-246
| -32% | -$180K | 0.14% | 152 |
|
|
2020
Q2 | $493K | Buy |
758
+16
| +2% | +$10.4K | 0.2% | 113 |
|
|
2020
Q1 | $347K | Buy |
742
+181
| +32% | +$84.6K | 0.18% | 139 |
|
|
2019
Q4 | $335K | Sell |
561
-42
| -7% | -$25.1K | 0.13% | 186 |
|
|
2019
Q3 | $312K | Sell |
603
-9
| -1% | -$4.66K | 0.14% | 188 |
|
|
2019
Q2 | $321K | Sell |
612
-3
| -0.5% | -$1.57K | 0.14% | 173 |
|
|
2019
Q1 | $302K | Sell |
615
-287
| -32% | -$141K | 0.14% | 188 |
|
|
2018
Q4 | $518K | Hold |
902
| – | – | 0.24% | 126 |
|
|
2018
Q3 | $518K | Buy |
902
+9
| +1% | +$5.17K | 0.24% | 127 |
|
|
2018
Q2 | $427K | Buy |
893
+217
| +32% | +$104K | 0.21% | 135 |
|
|
2018
Q1 | $278K | Buy |
676
+100
| +17% | +$41.1K | 0.14% | 179 |
|
|
2017
Q4 | $210K | Buy |
+576
| New | +$210K | 0.11% | 225 |
|