CWM
Compass Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-72
| Closed | -$35.7K | – | 274 |
|
|
2025
Q1 | $35.7K | Hold |
72
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $37.6K | Hold |
72
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $35.4K | Hold |
72
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $32K | Hold |
72
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $28.7K | Hold |
72
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $24.3K | Hold |
72
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $21K | Hold |
72
| – | – | 0.01% | 312 |
|
|
2023
Q2 | $24.6K | Hold |
72
| – | – | 0.01% | 310 |
|
|
2023
Q1 | $18.4K | Hold |
72
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $19.1K | Buy |
+72
| New | +$19.1K | 0.01% | 324 |
|