AWM
Atticus Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
1,030
+505
| +96% | +$274K | 0.15% | 83 |
|
|
2025
Q1 | $260K | Buy |
525
+122
| +30% | +$60.4K | 0.08% | 107 |
|
|
2024
Q4 | $210K | Buy |
403
+50
| +14% | +$26.1K | 0.07% | 117 |
|
|
2024
Q3 | $173K | Buy |
353
+31
| +10% | +$15.2K | 0.06% | 129 |
|
|
2024
Q2 | $143K | Buy |
322
+85
| +36% | +$37.8K | 0.05% | 136 |
|
|
2024
Q1 | $94.6K | Buy |
237
+148
| +166% | +$59.1K | 0.03% | 175 |
|
|
2023
Q4 | $30K | Buy |
89
+41
| +85% | +$13.8K | 0.01% | 290 |
|
|
2023
Q3 | $14K | Buy |
+48
| New | +$14K | 0.01% | 368 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$3K | – | 588 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $3K | Sell |
15
-2
| -12% | -$400 | ﹤0.01% | 503 |
|
|
2022
Q1 | $5K | Sell |
17
-28
| -62% | -$8.24K | ﹤0.01% | 464 |
|
|
2021
Q4 | $16K | Buy |
45
+30
| +200% | +$10.7K | 0.01% | 324 |
|
|
2021
Q3 | $15K | Buy |
15
+5
| +50% | +$5K | 0.01% | 330 |
|
|
2021
Q2 | $9K | Hold |
10
| – | – | ﹤0.01% | 319 |
|
|
2021
Q1 | $7K | Hold |
10
| – | – | ﹤0.01% | 304 |
|
|
2020
Q4 | $8K | Hold |
10
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $7K | Hold |
10
| – | – | ﹤0.01% | 268 |
|
|
2020
Q2 | $6K | Hold |
10
| – | – | ﹤0.01% | 262 |
|
|
2020
Q1 | $5K | Sell |
10
-133
| -93% | -$66.5K | ﹤0.01% | 252 |
|
|
2019
Q4 | $85K | Buy |
+143
| New | +$85K | 0.05% | 143 |
|