DWP
Daymark Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
6,372
-118
| -2% | -$64.1K | 0.13% | 134 |
|
|
2025
Q1 | $3.21M | Sell |
6,490
-39
| -0.6% | -$19.3K | 0.14% | 129 |
|
|
2024
Q4 | $3.41M | Sell |
6,529
-498
| -7% | -$260K | 0.14% | 119 |
|
|
2024
Q3 | $3.45M | Buy |
7,027
+24
| +0.3% | +$11.8K | 0.15% | 122 |
|
|
2024
Q2 | $3.12M | Buy |
7,003
+246
| +4% | +$109K | 0.14% | 122 |
|
|
2024
Q1 | $2.7M | Sell |
6,757
-48
| -0.7% | -$19.2K | 0.15% | 113 |
|
|
2023
Q4 | $2.3M | Sell |
6,805
-1,532
| -18% | -$517K | 0.14% | 117 |
|
|
2023
Q3 | $2.44M | Buy |
8,337
+79
| +1% | +$23.1K | 0.17% | 109 |
|
|
2023
Q2 | $2.82M | Buy |
8,258
+2,130
| +35% | +$728K | 0.21% | 94 |
|
|
2023
Q1 | $1.57M | Sell |
6,128
-300
| -5% | -$76.6K | 0.21% | 96 |
|
|
2022
Q4 | $1.71M | Buy |
+6,428
| New | +$1.71M | 0.3% | 70 |
|