BWA
Bordeaux Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
1,064
+11
| +1% | +$5.98K | 0.07% | 78 |
|
|
2025
Q1 | $522K | Sell |
1,053
-1
| -0.1% | -$495 | 0.1% | 85 |
|
|
2024
Q4 | $550K | Sell |
1,054
-107
| -9% | -$55.9K | 0.09% | 87 |
|
|
2024
Q3 | $570K | Buy |
1,161
+28
| +2% | +$13.8K | 0.1% | 83 |
|
|
2024
Q2 | $504K | Buy |
1,133
+550
| +94% | +$245K | 0.1% | 82 |
|
|
2024
Q1 | $233K | Buy |
+583
| New | +$233K | 0.08% | 101 |
|