9WM
9258 Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $545K | Sell |
1,109
-6
| -0.5% | -$2.95K | 0.08% | 188 |
|
|
2024
Q2 | $496K | Buy |
1,115
+165
| +17% | +$73.4K | 0.08% | 188 |
|
|
2024
Q1 | $379K | Sell |
950
-3
| -0.3% | -$1.2K | 0.06% | 232 |
|
|
2023
Q4 | $322K | Sell |
953
-9
| -0.9% | -$3.04K | 0.06% | 245 |
|
|
2023
Q3 | $281K | Sell |
962
-3
| -0.3% | -$877 | 0.05% | 259 |
|
|
2023
Q2 | $330K | Sell |
965
-17
| -2% | -$5.81K | 0.06% | 242 |
|
|
2023
Q1 | $251K | Hold |
982
| – | – | 0.05% | 276 |
|
|
2022
Q4 | $261K | Buy |
+982
| New | +$261K | 0.06% | 267 |
|
|
2022
Q2 | – | Sell |
-855
| Closed | -$258K | – | 346 |
|
|
2022
Q1 | $258K | Buy |
855
+3
| +0.4% | +$905 | 0.06% | 306 |
|
|
2021
Q4 | $306K | Buy |
852
+569
| +201% | +$204K | 0.07% | 284 |
|
|
2021
Q3 | $281K | Buy |
283
+31
| +12% | +$30.8K | 0.08% | 275 |
|
|
2021
Q2 | $232K | Sell |
252
-28
| -10% | -$25.8K | 0.06% | 304 |
|
|
2021
Q1 | $207K | Hold |
280
| – | – | 0.06% | 306 |
|
|
2020
Q4 | $229K | Sell |
280
-37
| -12% | -$30.3K | 0.07% | 268 |
|
|
2020
Q3 | $211K | Buy |
+317
| New | +$211K | 0.08% | 262 |
|