AWM
Activest Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1K | Buy |
92
+13
| +16% | +$7.08K | 0.01% | 210 |
|
|
2025
Q1 | $39.2K | Sell |
79
-50
| -39% | -$24.8K | 0.01% | 209 |
|
|
2024
Q4 | $67.3K | Sell |
129
-14
| -10% | -$7.31K | 0.02% | 150 |
|
|
2024
Q3 | $70.2K | Buy |
143
+92
| +180% | +$45.2K | 0.02% | 149 |
|
|
2024
Q2 | $22.7K | Buy |
51
+21
| +70% | +$9.34K | 0.01% | 231 |
|
|
2024
Q1 | $11.8K | Buy |
+30
| New | +$11.8K | 0.01% | 208 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$6K | – | 359 |
|
|
2021
Q3 | $6K | Buy |
+6
| New | +$6K | ﹤0.01% | 270 |
|