CWM
Cranbrook Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
244
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $121K | Hold |
244
| – | – | 0.03% | 135 |
|
|
2024
Q4 | $128K | Buy |
244
+121
| +98% | +$63.3K | 0.03% | 133 |
|
|
2024
Q3 | $60.6K | Hold |
123
| – | – | 0.01% | 177 |
|
|
2024
Q2 | $54.9K | Buy |
+123
| New | +$54.9K | 0.01% | 172 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | -$5K | – | 392 |
|
|
2021
Q3 | $5K | Buy |
+5
| New | +$5K | ﹤0.01% | 338 |
|