CWM
Centric Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
447
-9
| -2% | -$4.23K | 0.05% | 179 |
|
|
2025
Q1 | $226K | Hold |
456
| – | – | 0.06% | 155 |
|
|
2024
Q4 | $238K | Hold |
456
| – | – | 0.06% | 155 |
|
|
2024
Q3 | $235K | Hold |
456
| – | – | 0.06% | 159 |
|
|
2024
Q2 | $201K | Buy |
+456
| New | +$201K | 0.06% | 157 |
|