CW
Connectus Wealth’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,445
| Closed | -$488K | – | 432 |
|
|
2023
Q4 | $488K | Sell |
1,445
-447
| -24% | -$151K | 0.01% | 405 |
|
|
2023
Q3 | $553K | Sell |
1,892
-11
| -0.6% | -$3.22K | 0.01% | 382 |
|
|
2023
Q2 | $651K | Sell |
1,903
-62
| -3% | -$21.2K | 0.02% | 323 |
|
|
2023
Q1 | $502K | Buy |
1,965
+26
| +1% | +$6.64K | 0.01% | 342 |
|
|
2022
Q4 | $515K | Sell |
1,939
-18
| -0.9% | -$4.78K | 0.01% | 338 |
|
|
2022
Q3 | $367K | Hold |
1,957
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $393K | Sell |
1,957
-7
| -0.4% | -$1.41K | 0.01% | 363 |
|
|
2022
Q1 | $706K | Sell |
1,964
-3
| -0.2% | -$1.08K | 0.02% | 281 |
|
|
2021
Q4 | $707K | Buy |
+1,967
| New | +$707K | 0.03% | 245 |
|