EWM
Elevatus Welath Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
+8,192
| New | +$4.45M | 1.48% | 23 |
|
|
2025
Q1 | – | Sell |
-8,412
| Closed | -$4.39M | – | 111 |
|
|
2024
Q4 | $4.39M | Buy |
8,412
+223
| +3% | +$116K | 1.5% | 18 |
|
|
2024
Q3 | $4.02M | Buy |
8,189
+107
| +1% | +$52.6K | 1.32% | 24 |
|
|
2024
Q2 | $3.6M | Buy |
+8,082
| New | +$3.6M | 1.34% | 25 |
|
|
2023
Q4 | – | Sell |
-12,264
| Closed | -$3.58M | – | 101 |
|
|
2023
Q3 | $3.58M | Buy |
+12,264
| New | +$3.58M | 3.24% | 11 |
|