AWM
Apollon Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
24,883
+8,029
| +48% | +$4.36M | 0.27% | 72 |
|
|
2025
Q1 | $8.35M | Buy |
16,854
+6,474
| +62% | +$3.21M | 0.18% | 110 |
|
|
2024
Q4 | $5.42M | Sell |
10,380
-156
| -1% | -$81.4K | 0.12% | 143 |
|
|
2024
Q3 | $5.18M | Buy |
10,536
+228
| +2% | +$112K | 0.15% | 124 |
|
|
2024
Q2 | $4.59M | Buy |
10,308
+315
| +3% | +$140K | 0.14% | 132 |
|
|
2024
Q1 | $3.99M | Sell |
9,993
-950
| -9% | -$379K | 0.13% | 145 |
|
|
2023
Q4 | $3.69M | Buy |
10,943
+2,670
| +32% | +$901K | 0.13% | 153 |
|
|
2023
Q3 | $2.42M | Buy |
8,273
+542
| +7% | +$158K | 0.12% | 159 |
|
|
2023
Q2 | $2.64M | Sell |
7,731
-103
| -1% | -$35.2K | 0.13% | 172 |
|
|
2023
Q1 | $2M | Sell |
7,834
-278
| -3% | -$71K | 0.12% | 177 |
|
|
2022
Q4 | $2.15M | Buy |
8,112
+524
| +7% | +$139K | 0.15% | 144 |
|
|
2022
Q3 | $1.42M | Buy |
7,588
+475
| +7% | +$89K | 0.12% | 190 |
|
|
2022
Q2 | $1.43M | Buy |
7,113
+1,044
| +17% | +$210K | 0.12% | 189 |
|
|
2022
Q1 | $1.83M | Buy |
6,069
+1,258
| +26% | +$380K | 0.13% | 169 |
|
|
2021
Q4 | $1.73M | Buy |
4,811
+3,944
| +455% | +$1.42M | 0.13% | 175 |
|
|
2021
Q3 | $862K | Buy |
867
+178
| +26% | +$177K | 0.12% | 163 |
|
|
2021
Q2 | $634K | Buy |
689
+76
| +12% | +$69.9K | 0.11% | 187 |
|
|
2021
Q1 | $453K | Buy |
+613
| New | +$453K | 0.09% | 214 |
|
|
2020
Q4 | – | Sell |
-285
| Closed | -$202K | – | 228 |
|
|
2020
Q3 | $202K | Buy |
285
+110
| +63% | +$78K | 0.09% | 153 |
|
|
2020
Q2 | $100K | Buy |
+175
| New | +$100K | 0.06% | 172 |
|