CWM
Circle Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.09M | Hold |
2,199
| – | – | 0.03% | 106 |
|
|
2024
Q4 | $1.15M | Sell |
2,199
-482
| -18% | -$252K | 0.02% | 105 |
|
|
2024
Q3 | $1.32M | Sell |
2,681
-230
| -8% | -$113K | 0.03% | 99 |
|
|
2024
Q2 | $1.29M | Sell |
2,911
-270
| -8% | -$120K | 0.03% | 83 |
|
|
2024
Q1 | $1.27M | Buy |
3,181
+188
| +6% | +$75K | 0.03% | 83 |
|
|
2023
Q4 | $1.01M | Sell |
2,993
-230
| -7% | -$77.6K | 0.03% | 88 |
|
|
2023
Q3 | $942K | Buy |
3,223
+520
| +19% | +$152K | 0.02% | 89 |
|
|
2023
Q2 | $924K | Buy |
2,703
+62
| +2% | +$21.2K | 0.12% | 56 |
|
|
2023
Q1 | $675K | Hold |
2,641
| – | – | 0.1% | 75 |
|
|
2022
Q4 | $701K | Buy |
2,641
+24
| +0.9% | +$6.37K | 0.11% | 71 |
|
|
2022
Q3 | $491K | Buy |
2,617
+615
| +31% | +$115K | 0.08% | 93 |
|
|
2022
Q2 | $402K | Sell |
2,002
-9
| -0.4% | -$1.81K | 0.06% | 114 |
|
|
2022
Q1 | $607K | Buy |
2,011
+655
| +48% | +$198K | 0.08% | 110 |
|
|
2021
Q4 | $487K | Buy |
1,356
+920
| +211% | +$330K | 0.06% | 126 |
|
|
2021
Q3 | $433K | Sell |
436
-45
| -9% | -$44.7K | 0.06% | 127 |
|
|
2021
Q2 | $442K | Buy |
481
+83
| +21% | +$76.3K | 0.06% | 139 |
|
|
2021
Q1 | $294K | Buy |
+398
| New | +$294K | 0.05% | 144 |
|