AWM
Avior Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
1,700
+382
| +29% | +$208K | 0.03% | 306 |
|
|
2025
Q1 | $653K | Sell |
1,318
-382
| -22% | -$189K | 0.02% | 349 |
|
|
2024
Q4 | $887K | Sell |
1,700
-69
| -4% | -$36K | 0.03% | 305 |
|
|
2024
Q3 | $869K | Sell |
1,769
-126
| -7% | -$61.9K | 0.03% | 317 |
|
|
2024
Q2 | $843K | Sell |
1,895
-374
| -16% | -$166K | 0.04% | 313 |
|
|
2024
Q1 | $906K | Buy |
2,269
+551
| +32% | +$220K | 0.04% | 308 |
|
|
2023
Q4 | $580K | Hold |
1,718
| – | – | 0.04% | 310 |
|
|
2023
Q3 | $502K | Hold |
1,718
| – | – | 0.03% | 329 |
|
|
2023
Q2 | $587K | Hold |
1,718
| – | – | 0.04% | 298 |
|
|
2023
Q1 | $439K | Buy |
1,718
+21
| +1% | +$5.37K | 0.03% | 387 |
|
|
2022
Q4 | $450K | Hold |
1,697
| – | – | 0.03% | 326 |
|
|
2022
Q3 | $317K | Buy |
1,697
+193
| +13% | +$36.1K | 0.03% | 377 |
|
|
2022
Q2 | $301K | Sell |
1,504
-6
| -0.4% | -$1.2K | 0.03% | 351 |
|
|
2022
Q1 | $455K | Sell |
1,510
-341
| -18% | -$103K | 0.04% | 313 |
|
|
2021
Q4 | $664K | Buy |
1,851
+1,224
| +195% | +$439K | 0.05% | 266 |
|
|
2021
Q3 | $623K | Buy |
627
+21
| +3% | +$20.9K | 0.05% | 266 |
|
|
2021
Q2 | $556K | Sell |
606
-102
| -14% | -$93.6K | 0.06% | 282 |
|
|
2021
Q1 | $522K | Hold |
708
| – | – | 0.06% | 290 |
|
|
2020
Q4 | $578K | Buy |
708
+1
| +0.1% | +$816 | 0.07% | 237 |
|
|
2020
Q3 | $501K | Buy |
707
+126
| +22% | +$89.3K | 0.07% | 233 |
|
|
2020
Q2 | $330K | Buy |
581
+442
| +318% | +$251K | 0.05% | 318 |
|
|
2020
Q1 | $68K | Buy |
139
+130
| +1,444% | +$63.6K | 0.01% | 439 |
|
|
2019
Q4 | $5K | Sell |
9
-66
| -88% | -$36.7K | ﹤0.01% | 654 |
|
|
2019
Q3 | $40K | Hold |
75
| – | – | 0.01% | 470 |
|
|
2019
Q2 | $39K | Buy |
75
+66
| +733% | +$34.3K | 0.01% | 468 |
|
|
2019
Q1 | $5K | Hold |
9
| – | – | ﹤0.01% | 567 |
|
|
2018
Q4 | $4K | Sell |
9
-141
| -94% | -$62.7K | ﹤0.01% | 632 |
|
|
2018
Q3 | $86K | Hold |
150
| – | – | 0.02% | 451 |
|
|
2018
Q2 | $72K | Hold |
150
| – | – | 0.02% | 463 |
|
|
2018
Q1 | $62K | Hold |
150
| – | – | 0.01% | 472 |
|
|
2017
Q4 | $55K | Buy |
150
+100
| +200% | +$36.7K | 0.01% | 476 |
|
|
2017
Q3 | $52K | Hold |
50
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $47K | Hold |
50
| – | – | 0.02% | 198 |
|
|
2017
Q1 | $38K | Hold |
50
| – | – | 0.01% | 252 |
|
|
2016
Q4 | $32K | Hold |
50
| – | – | 0.01% | 246 |
|
|
2016
Q3 | $36K | Hold |
50
| – | – | 0.01% | 246 |
|
|
2016
Q2 | $33K | Hold |
50
| – | – | 0.01% | 235 |
|
|
2016
Q1 | $30K | Hold |
50
| – | – | 0.01% | 247 |
|
|
2015
Q4 | $27K | Buy |
+50
| New | +$27K | 0.01% | 225 |
|