DWM
Dogwood Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
1,442
+140
| +11% | +$73.8K | 0.37% | 57 |
|
|
2025
Q1 | $645K | Buy |
+1,302
| New | +$645K | 0.34% | 70 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 476 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 207 |
|
|
2024
Q2 | – | Sell |
-36
| Closed | -$14.4K | – | 256 |
|
|
2024
Q1 | $14.4K | Sell |
36
-42
| -54% | -$16.8K | 0.01% | 170 |
|
|
2023
Q4 | $26.3K | Buy |
+78
| New | +$26.3K | 0.02% | 140 |
|