CWP
Concord Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
3,517
+127
| +4% | +$69K | 0.28% | 85 |
|
|
2025
Q1 | $1.68M | Buy |
3,390
+2,298
| +210% | +$1.14M | 0.28% | 85 |
|
|
2024
Q4 | $570K | Sell |
1,092
-90
| -8% | -$47K | 0.09% | 135 |
|
|
2024
Q3 | $581K | Sell |
1,182
-17
| -1% | -$8.35K | 0.1% | 126 |
|
|
2024
Q2 | $533K | Sell |
1,199
-76
| -6% | -$33.8K | 0.09% | 136 |
|
|
2024
Q1 | $509K | Buy |
1,275
+1,062
| +499% | +$424K | 0.09% | 138 |
|
|
2023
Q4 | $71.9K | Sell |
213
-18
| -8% | -$6.07K | 0.01% | 310 |
|
|
2023
Q3 | $67.5K | Sell |
231
-622
| -73% | -$182K | 0.01% | 334 |
|
|
2023
Q2 | $292K | Buy |
853
+323
| +61% | +$110K | 0.06% | 156 |
|
|
2023
Q1 | $135K | Buy |
530
+129
| +32% | +$33K | 0.04% | 211 |
|
|
2022
Q4 | $106K | Buy |
+401
| New | +$106K | 0.03% | 241 |
|
|
2022
Q3 | – | Sell |
-701
| Closed | -$141K | – | 634 |
|
|
2022
Q2 | $141K | Buy |
701
+100
| +17% | +$20.1K | 0.04% | 210 |
|
|
2022
Q1 | $181K | Buy |
601
+120
| +25% | +$36.1K | 0.05% | 192 |
|
|
2021
Q4 | $173K | Buy |
481
+418
| +663% | +$150K | 0.04% | 211 |
|
|
2021
Q3 | $63K | Sell |
63
-92
| -59% | -$92K | 0.03% | 180 |
|
|
2021
Q2 | $143K | Buy |
155
+12
| +8% | +$11.1K | 0.04% | 178 |
|
|
2021
Q1 | $106K | Buy |
143
+118
| +472% | +$87.5K | 0.04% | 211 |
|
|
2020
Q4 | $20K | Buy |
+25
| New | +$20K | 0.02% | 309 |
|