DWM
Drive Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
1,439
+187
| +15% | +$102K | 0.17% | 113 |
|
|
2025
Q1 | $620K | Sell |
1,252
-34
| -3% | -$16.8K | 0.15% | 119 |
|
|
2024
Q4 | $671K | Buy |
1,286
+37
| +3% | +$19.3K | 0.16% | 105 |
|
|
2024
Q3 | $614K | Sell |
1,249
-8
| -0.6% | -$3.93K | 0.16% | 108 |
|
|
2024
Q2 | $559K | Buy |
1,257
+36
| +3% | +$16K | 0.15% | 116 |
|
|
2024
Q1 | $487K | Sell |
1,221
-16
| -1% | -$6.39K | 0.14% | 136 |
|
|
2023
Q4 | $417K | Sell |
1,237
-68
| -5% | -$22.9K | 0.13% | 144 |
|
|
2023
Q3 | $381K | Sell |
1,305
-23
| -2% | -$6.72K | 0.14% | 138 |
|
|
2023
Q2 | $454K | Buy |
1,328
+9
| +0.7% | +$3.08K | 0.17% | 121 |
|
|
2023
Q1 | $337K | Buy |
1,319
+7
| +0.5% | +$1.79K | 0.14% | 157 |
|
|
2022
Q4 | $348K | Buy |
+1,312
| New | +$348K | 0.17% | 141 |
|
|
2022
Q3 | – | Sell |
-1,094
| Closed | -$220K | – | 175 |
|
|
2022
Q2 | $220K | Sell |
1,094
-3
| -0.3% | -$603 | 0.2% | 137 |
|
|
2022
Q1 | $331K | Buy |
1,097
+231
| +27% | +$69.7K | 0.28% | 94 |
|
|
2021
Q4 | $311K | Buy |
+866
| New | +$311K | 0.27% | 98 |
|