AWA
Aaron Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
2,528
+19
| +0.8% | +$10.3K | 0.14% | 105 |
|
|
2025
Q1 | $1.24M | Buy |
2,509
+78
| +3% | +$38.6K | 0.14% | 104 |
|
|
2024
Q4 | $1.27M | Sell |
2,431
-6
| -0.2% | -$3.13K | 0.15% | 90 |
|
|
2024
Q3 | $1.2M | Buy |
2,437
+533
| +28% | +$262K | 0.14% | 95 |
|
|
2024
Q2 | $847K | Buy |
1,904
+221
| +13% | +$98.3K | 0.12% | 117 |
|
|
2024
Q1 | $672K | Sell |
1,683
-36
| -2% | -$14.4K | 0.1% | 129 |
|
|
2023
Q4 | $580K | Buy |
1,719
+182
| +12% | +$61.4K | 0.1% | 127 |
|
|
2023
Q3 | $449K | Sell |
1,537
-20
| -1% | -$5.85K | 0.06% | 159 |
|
|
2023
Q2 | $532K | Buy |
1,557
+177
| +13% | +$60.5K | 0.07% | 151 |
|
|
2023
Q1 | $353K | Buy |
1,380
+45
| +3% | +$11.5K | 0.05% | 188 |
|
|
2022
Q4 | $354K | Buy |
1,335
+158
| +13% | +$41.9K | 0.05% | 177 |
|
|
2022
Q3 | $221K | Buy |
+1,177
| New | +$221K | 0.04% | 194 |
|
|
2022
Q2 | – | Sell |
-237,723
| Closed | -$788K | – | 508 |
|
|
2022
Q1 | $788K | Buy |
237,723
+236,782
| +25,163% | +$785K | 0.01% | 399 |
|
|
2021
Q4 | $338K | Buy |
941
+675
| +254% | +$242K | 0.09% | 131 |
|
|
2021
Q3 | $264K | Buy |
266
+22
| +9% | +$21.8K | 0.07% | 136 |
|
|
2021
Q2 | $224K | Buy |
+244
| New | +$224K | 0.07% | 143 |
|
|
2021
Q1 | – | Sell |
-252
| Closed | -$206K | – | 161 |
|
|
2020
Q4 | $206K | Buy |
+252
| New | +$206K | 0.08% | 126 |
|