AWM
Ameliora Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
807
+457
| +131% | +$248K | 0.16% | 75 |
|
|
2025
Q1 | $173K | Buy |
350
+314
| +872% | +$156K | 0.07% | 106 |
|
|
2024
Q4 | $18.8K | Hold |
36
| – | – | 0.01% | 189 |
|
|
2024
Q3 | $17.7K | Hold |
36
| – | – | 0.01% | 127 |
|
|
2024
Q2 | $16K | Hold |
36
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $14.4K | Hold |
36
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $12.1K | Hold |
36
| – | – | 0.01% | 156 |
|
|
2023
Q3 | $10.5K | Hold |
36
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $12.3K | Hold |
36
| – | – | 0.01% | 165 |
|
|
2023
Q1 | $9.2K | Hold |
36
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $9.55K | Hold |
36
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 203 |
|