CTWM
Cherry Tree Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63K | Sell |
3
-43
| -93% | -$23.4K | ﹤0.01% | 538 |
|
|
2025
Q1 | $22.8K | Hold |
46
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $24K | Hold |
46
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $22.6K | Hold |
46
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $20.5K | Buy |
46
+43
| +1,433% | +$19.1K | 0.01% | 326 |
|
|
2024
Q1 | $1.2K | Hold |
3
| – | – | ﹤0.01% | 537 |
|
|
2023
Q4 | $1.01K | Hold |
3
| – | – | ﹤0.01% | 539 |
|
|
2023
Q3 | $877 | Hold |
3
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $1.03K | Buy |
+3
| New | +$1.03K | ﹤0.01% | 537 |
|