AA
Apriem Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Hold |
1,168
| – | – | 0.07% | 104 |
|
|
2025
Q1 | $578K | Hold |
1,168
| – | – | 0.07% | 105 |
|
|
2024
Q4 | $610K | Sell |
1,168
-15
| -1% | -$7.83K | 0.07% | 96 |
|
|
2024
Q3 | $581K | Hold |
1,183
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $526K | Hold |
1,183
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $472K | Hold |
1,183
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $399K | Hold |
1,183
| – | – | 0.05% | 107 |
|
|
2023
Q3 | $346K | Sell |
1,183
-12
| -1% | -$3.51K | 0.05% | 110 |
|
|
2023
Q2 | $409K | Sell |
1,195
-22
| -2% | -$7.52K | 0.06% | 107 |
|
|
2023
Q1 | $311K | Hold |
1,217
| – | – | 0.05% | 116 |
|
|
2022
Q4 | $323K | Buy |
+1,217
| New | +$323K | 0.06% | 114 |
|