DWM
Diversify Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
9,913
+966
| +11% | +$462K | 0.29% | 96 |
|
|
2025
Q1 | $4.61M | Buy |
8,947
+884
| +11% | +$455K | 0.34% | 73 |
|
|
2024
Q4 | $4.41M | Buy |
8,063
+4,066
| +102% | +$2.23M | 0.34% | 73 |
|
|
2024
Q3 | $2.05M | Buy |
3,997
+934
| +30% | +$479K | 0.2% | 132 |
|
|
2024
Q2 | $1.34M | Buy |
+3,063
| New | +$1.34M | 0.17% | 134 |
|