DWA
Delos Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
+210
| New | +$114K | 0.09% | 66 |
|
|
2025
Q1 | – | Sell |
-7
| Closed | -$3.65K | – | 114 |
|
|
2024
Q4 | $3.65K | Hold |
7
| – | – | ﹤0.01% | 146 |
|
|
2024
Q3 | $3.44K | Sell |
7
-60
| -90% | -$29.5K | ﹤0.01% | 139 |
|
|
2024
Q2 | $29.8K | Sell |
67
-5
| -7% | -$2.22K | 0.03% | 89 |
|
|
2024
Q1 | $28.7K | Buy |
72
+57
| +380% | +$22.7K | 0.03% | 80 |
|
|
2023
Q4 | $5.06K | Hold |
15
| – | – | 0.01% | 110 |
|
|
2023
Q3 | $4.69K | Hold |
15
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $5.13K | Hold |
15
| – | – | 0.01% | 156 |
|
|
2023
Q1 | $3.83K | Hold |
15
| – | – | ﹤0.01% | 166 |
|
|
2022
Q4 | $3.98K | Hold |
15
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $3K | Buy |
15
+3
| +25% | +$600 | ﹤0.01% | 184 |
|
|
2022
Q2 | $2K | Sell |
12
-249
| -95% | -$41.5K | ﹤0.01% | 193 |
|
|
2022
Q1 | $79K | Hold |
261
| – | – | 0.08% | 62 |
|
|
2021
Q4 | $94K | Buy |
261
+191
| +273% | +$68.8K | 0.09% | 52 |
|
|
2021
Q3 | $70K | Buy |
70
+66
| +1,650% | +$66K | 0.08% | 49 |
|
|
2021
Q2 | $4K | Buy |
+4
| New | +$4K | 0.01% | 116 |
|