CSWM
Cassady Schiller Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $803K | Buy |
1,539
+24
| +2% | +$12.5K | 0.29% | 52 |
|
|
2024
Q3 | $744K | Hold |
1,515
| – | – | 0.27% | 53 |
|
|
2024
Q2 | $674K | Hold |
1,515
| – | – | 0.27% | 56 |
|
|
2024
Q1 | $605K | Buy |
1,515
+9
| +0.6% | +$3.59K | 0.27% | 56 |
|
|
2023
Q4 | $508K | Sell |
1,506
-64
| -4% | -$21.6K | 0.25% | 61 |
|
|
2023
Q3 | $459K | Buy |
1,570
+64
| +4% | +$18.7K | 0.25% | 62 |
|
|
2023
Q2 | $515K | Buy |
1,506
+12
| +0.8% | +$4.1K | 0.28% | 55 |
|
|
2023
Q1 | $382K | Hold |
1,494
| – | – | 0.18% | 73 |
|
|
2022
Q4 | $396K | Sell |
1,494
-84
| -5% | -$22.3K | 0.24% | 71 |
|
|
2022
Q3 | $296K | Buy |
1,578
+76
| +5% | +$14.3K | 0.17% | 83 |
|
|
2022
Q2 | $301K | Buy |
1,502
+1
| +0.1% | +$200 | 0.16% | 74 |
|
|
2022
Q1 | $453K | Buy |
1,501
+451
| +43% | +$136K | 0.22% | 67 |
|
|
2021
Q4 | $377K | Buy |
+1,050
| New | +$377K | 0.23% | 65 |
|