CM Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$807K Buy
2023
Q3
Sell
2023
Q2
$760K Sell
2023
Q1
$5.31M Buy