CWS
Confluence Wealth Services’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
621
+36
| +6% | +$19.6K | 0.02% | 294 |
|
|
2025
Q1 | $285K | Hold |
585
| – | – | 0.02% | 292 |
|
|
2024
Q4 | $356K | Sell |
585
-88
| -13% | -$53.6K | 0.02% | 257 |
|
|
2024
Q3 | $331K | Sell |
673
-101
| -13% | -$49.6K | 0.02% | 268 |
|
|
2024
Q2 | $344K | Buy |
774
+108
| +16% | +$48K | 0.03% | 277 |
|
|
2024
Q1 | $266K | Buy |
666
+66
| +11% | +$26.3K | 0.02% | 290 |
|
|
2023
Q4 | $202K | Buy |
+600
| New | +$202K | 0.02% | 285 |
|
|
2022
Q1 | – | Sell |
-498
| Closed | -$178K | – | 687 |
|
|
2021
Q4 | $178K | Buy |
+498
| New | +$178K | 0.06% | 239 |
|