BWS
Buck Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-713
| Closed | -$372K | – | 127 |
|
|
2024
Q4 | $372K | Buy |
713
+13
| +2% | +$6.79K | 0.08% | 71 |
|
|
2024
Q3 | $344K | Hold |
700
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $311K | Buy |
+700
| New | +$311K | 0.09% | 65 |
|
|
2024
Q1 | – | Sell |
-730
| Closed | -$246K | – | 87 |
|
|
2023
Q4 | $246K | Hold |
730
| – | – | 0.09% | 59 |
|
|
2023
Q3 | $213K | Buy |
730
+30
| +4% | +$8.77K | 0.09% | 63 |
|
|
2023
Q2 | $239K | Hold |
700
| – | – | 0.1% | 35 |
|
|
2023
Q1 | $179K | Buy |
+700
| New | +$179K | 0.09% | 37 |
|
|
2022
Q3 | $213K | Buy |
+730
| New | +$213K | 0.1% | 53 |
|