AWM
Aries Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
508
-23
| -4% | -$12.5K | 0.07% | 190 |
|
|
2025
Q1 | $263K | Buy |
+531
| New | +$263K | 0.07% | 194 |
|
|
2023
Q4 | – | Sell |
-918
| Closed | -$252K | – | 206 |
|
|
2023
Q3 | $252K | Buy |
918
+1
| +0.1% | +$274 | 0.1% | 167 |
|
|
2023
Q2 | $314K | Sell |
917
-177
| -16% | -$60.5K | 0.12% | 147 |
|
|
2023
Q1 | $279K | Sell |
1,094
-57
| -5% | -$14.6K | 0.11% | 152 |
|
|
2022
Q4 | $305K | Sell |
1,151
-240
| -17% | -$63.7K | 0.13% | 145 |
|
|
2022
Q3 | $343K | Buy |
1,391
+15
| +1% | +$3.7K | 0.15% | 129 |
|
|
2022
Q2 | $276K | Buy |
+1,376
| New | +$276K | 0.13% | 133 |
|
|
2022
Q1 | – | Sell |
-1,364
| Closed | -$490K | – | 142 |
|
|
2021
Q4 | $490K | Buy |
1,364
+947
| +227% | +$340K | 0.19% | 112 |
|
|
2021
Q3 | $415K | Hold |
417
| – | – | 0.18% | 116 |
|
|
2021
Q2 | $383K | Buy |
417
+7
| +2% | +$6.43K | 0.16% | 122 |
|
|
2021
Q1 | $322K | Buy |
410
+160
| +64% | +$126K | 0.14% | 127 |
|
|
2020
Q4 | $205K | Buy |
+250
| New | +$205K | 0.1% | 152 |
|