Dynamic Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.15K | Hold |
15
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $7.43K | Buy |
+15
| New | +$7.43K | 0.01% | 202 |
|
|
2024
Q4 | – | Sell |
-15
| Closed | -$7K | – | 146 |
|
|
2024
Q3 | $7K | Hold |
15
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $7K | Sell |
15
-45
| -75% | -$21K | 0.01% | 210 |
|
|
2024
Q1 | $24K | Hold |
60
| – | – | 0.02% | 153 |
|
|
2023
Q4 | $20.2K | Buy |
+60
| New | +$20.2K | 0.02% | 166 |
|