AWP
Atlas Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
2,000
| – | – | 1.25% | 15 |
|
|
2025
Q1 | $991K | Hold |
2,000
| – | – | 1.22% | 13 |
|
|
2024
Q4 | $1.04M | Sell |
2,000
-100
| -5% | -$52.2K | 1.32% | 13 |
|
|
2024
Q3 | $1.03M | Hold |
2,100
| – | – | 1.57% | 13 |
|
|
2024
Q2 | $934K | Hold |
2,100
| – | – | 3.95% | 5 |
|
|
2024
Q1 | $816K | Hold |
2,100
| – | – | 4.42% | 4 |
|
|
2023
Q4 | $787K | Sell |
2,100
-200
| -9% | -$75K | 4.34% | 5 |
|
|
2023
Q3 | $596K | Sell |
2,300
-100
| -4% | -$25.9K | 3.43% | 6 |
|
|
2023
Q2 | $808K | Hold |
2,400
| – | – | 2.33% | 13 |
|
|
2023
Q1 | $708K | Hold |
2,400
| – | – | 4.93% | 4 |
|
|
2022
Q4 | $607K | Buy |
+2,400
| New | +$607K | 3.75% | 5 |
|