Darwin Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
402
-22
| -5% | -$12K | 0.08% | 126 |
|
|
2025
Q1 | $221K | Hold |
424
| – | – | 0.07% | 127 |
|
|
2024
Q4 | $221K | Sell |
424
-46
| -10% | -$24K | 0.07% | 127 |
|
|
2024
Q3 | $231K | Sell |
470
-32
| -6% | -$15.7K | 0.06% | 129 |
|
|
2024
Q2 | $223K | Buy |
+502
| New | +$223K | 0.11% | 73 |
|
|
2024
Q1 | – | Sell |
-603
| Closed | -$203K | – | 145 |
|
|
2023
Q4 | $203K | Buy |
+603
| New | +$203K | 0.05% | 143 |
|
|
2023
Q3 | – | Sell |
-627
| Closed | -$213K | – | 148 |
|
|
2023
Q2 | $213K | Buy |
+627
| New | +$213K | 0.05% | 140 |
|