AWM
Axxcess Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
11,017
+2,129
| +24% | +$1.16M | 0.14% | 128 |
|
|
2025
Q1 | $4.4M | Sell |
8,888
-594
| -6% | -$294K | 0.12% | 149 |
|
|
2024
Q4 | $4.95M | Sell |
9,482
-611
| -6% | -$319K | 0.12% | 139 |
|
|
2024
Q3 | $4.96M | Sell |
10,093
-2,461
| -20% | -$1.21M | 0.12% | 137 |
|
|
2024
Q2 | $5.58M | Buy |
12,554
+2,003
| +19% | +$891K | 0.15% | 119 |
|
|
2024
Q1 | $4.21M | Buy |
10,551
+1,618
| +18% | +$646K | 0.12% | 147 |
|
|
2023
Q4 | $3.01M | Buy |
8,933
+492
| +6% | +$166K | 0.09% | 182 |
|
|
2023
Q3 | $2.47M | Buy |
8,441
+7,104
| +531% | +$2.08M | 0.08% | 178 |
|
|
2023
Q2 | $457K | Sell |
1,337
-92
| -6% | -$31.5K | 0.03% | 371 |
|
|
2023
Q1 | $365K | Sell |
1,429
-12
| -0.8% | -$3.07K | 0.03% | 437 |
|
|
2022
Q4 | $382K | Sell |
1,441
-431
| -23% | -$114K | 0.03% | 403 |
|
|
2022
Q3 | $351K | Sell |
1,872
-4
| -0.2% | -$750 | 0.03% | 372 |
|
|
2022
Q2 | $377K | Sell |
1,876
-1,011
| -35% | -$203K | 0.03% | 354 |
|
|
2022
Q1 | $871K | Buy |
2,887
+1,065
| +58% | +$321K | 0.07% | 242 |
|
|
2021
Q4 | $655K | Buy |
+1,822
| New | +$655K | 0.05% | 298 |
|