CWA
CM Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,076
| Closed | -$807K | – | 124 |
|
|
2024
Q1 | $807K | Buy |
+2,076
| New | +$807K | 0.23% | 43 |
|
|
2023
Q3 | – | Sell |
-2,329
| Closed | -$760K | – | 123 |
|
|
2023
Q2 | $760K | Sell |
2,329
-15,664
| -87% | -$5.11M | 0.25% | 38 |
|
|
2023
Q1 | $5.31M | Buy |
+17,993
| New | +$5.31M | 1.03% | 8 |
|