AWM
Accurate Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
6,814
+839
| +14% | +$441K | 0.55% | 34 |
|
|
2025
Q1 | $2.95M | Sell |
5,975
-3
| -0.1% | -$1.48K | 0.56% | 42 |
|
|
2024
Q4 | $3.27M | Buy |
5,978
+373
| +7% | +$204K | 0.63% | 32 |
|
|
2024
Q3 | $2.68M | Buy |
5,605
+2
| +0% | +$957 | 0.54% | 54 |
|
|
2024
Q2 | $2.45M | Buy |
5,603
+384
| +7% | +$168K | 0.59% | 53 |
|
|
2024
Q1 | $1.91M | Buy |
5,219
+176
| +3% | +$64.5K | 0.56% | 56 |
|
|
2023
Q4 | $1.83M | Sell |
5,043
-51
| -1% | -$18.5K | 0.57% | 52 |
|
|
2023
Q3 | $1.4M | Buy |
5,094
+199
| +4% | +$54.8K | 0.44% | 64 |
|
|
2023
Q2 | $1.73M | Buy |
4,895
+99
| +2% | +$35K | 0.54% | 48 |
|
|
2023
Q1 | $1.24M | Buy |
4,796
+83
| +2% | +$21.5K | 0.43% | 66 |
|
|
2022
Q4 | $1.28M | Buy |
4,713
+155
| +3% | +$42.1K | 0.47% | 46 |
|
|
2022
Q3 | $1.72M | Sell |
4,558
-107
| -2% | -$40.4K | 0.72% | 36 |
|
|
2022
Q2 | $973K | Buy |
4,665
+31
| +0.7% | +$6.47K | 0.53% | 40 |
|
|
2022
Q1 | $1.4M | Buy |
+4,634
| New | +$1.4M | 0.63% | 34 |
|
|
2021
Q3 | – | Sell |
-1,537
| Closed | -$1.41M | – | 142 |
|
|
2021
Q2 | $1.41M | Buy |
+1,537
| New | +$1.41M | 1.24% | 11 |
|