AWM
Avitas Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $974K | Sell |
1,866
-43
| -2% | -$22.4K | 0.13% | 137 |
|
|
2024
Q3 | $938K | Sell |
1,909
-138
| -7% | -$67.8K | 0.13% | 144 |
|
|
2024
Q2 | $911K | Sell |
2,047
-124
| -6% | -$55.2K | 0.13% | 143 |
|
|
2024
Q1 | $866K | Sell |
2,171
-21
| -1% | -$8.38K | 0.13% | 146 |
|
|
2023
Q4 | $739K | Sell |
2,192
-10
| -0.5% | -$3.37K | 0.12% | 145 |
|
|
2023
Q3 | $644K | Sell |
2,202
-71
| -3% | -$20.8K | 0.12% | 146 |
|
|
2023
Q2 | $777K | Sell |
2,273
-29
| -1% | -$9.92K | 0.14% | 136 |
|
|
2023
Q1 | $588K | Sell |
2,302
-66
| -3% | -$16.9K | 0.12% | 146 |
|
|
2022
Q4 | $628K | Buy |
+2,368
| New | +$628K | 0.13% | 131 |
|
|
2022
Q2 | – | Sell |
-2,372
| Closed | -$716K | – | 209 |
|
|
2022
Q1 | $716K | Sell |
2,372
-1,289
| -35% | -$389K | 0.13% | 142 |
|
|
2021
Q4 | $1.32M | Buy |
+3,661
| New | +$1.32M | 0.22% | 114 |
|