EWM
Elite Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Sell |
8,206
-9,908
| -55% | -$5.38M | 1.47% | 9 |
|
|
2025
Q1 | $8.97M | Sell |
18,114
-4,990
| -22% | -$2.47M | 1.17% | 7 |
|
|
2024
Q4 | $12.1M | Sell |
23,104
-831
| -3% | -$434K | 1.49% | 9 |
|
|
2024
Q3 | $11.8M | Sell |
23,935
-404
| -2% | -$198K | 1.61% | 7 |
|
|
2024
Q2 | $10.8M | Buy |
24,339
+45
| +0.2% | +$20K | 0.36% | 9 |
|
|
2024
Q1 | $9.7M | Buy |
24,294
+2,230
| +10% | +$890K | 0.34% | 9 |
|
|
2023
Q4 | $7.44M | Sell |
22,064
-454
| -2% | -$153K | 0.46% | 8 |
|
|
2023
Q3 | $6.58M | Buy |
22,518
+8,653
| +62% | +$2.53M | 0.48% | 9 |
|
|
2023
Q2 | $4.74M | Buy |
13,865
+1,622
| +13% | +$555K | 0.36% | 11 |
|
|
2023
Q1 | $3.13M | Sell |
12,243
-256
| -2% | -$65.4K | 0.19% | 12 |
|
|
2022
Q4 | $3.32M | Sell |
12,499
-195
| -2% | -$51.7K | 0.3% | 9 |
|
|
2022
Q3 | $2.38M | Sell |
12,694
-1,212
| -9% | -$227K | 0.2% | 11 |
|
|
2022
Q2 | $2.79M | Sell |
13,906
-403
| -3% | -$80.9K | 0.42% | 10 |
|
|
2022
Q1 | $4.32M | Sell |
14,309
-1,081
| -7% | -$326K | 0.7% | 9 |
|
|
2021
Q4 | $5.53M | Buy |
15,390
+10,020
| +187% | +$3.6M | 0.78% | 9 |
|
|
2021
Q3 | $5.34M | Sell |
5,370
-23
| -0.4% | -$22.9K | 1.01% | 9 |
|
|
2021
Q2 | $4.96K | Sell |
5,393
-204
| -4% | -$188 | 0.45% | 10 |
|
|
2021
Q1 | $4.14K | Buy |
5,597
+469
| +9% | +$347 | 0.53% | 10 |
|
|
2020
Q4 | $4.2M | Sell |
5,128
-50
| -1% | -$40.9K | 0.54% | 8 |
|
|
2020
Q3 | $3.67M | Buy |
5,178
+50
| +1% | +$35.5K | 0.51% | 6 |
|
|
2020
Q2 | $2.92M | Buy |
5,128
+15
| +0.3% | +$8.55K | 0.86% | 10 |
|
|
2020
Q1 | $2.53M | Buy |
+5,113
| New | +$2.53M | 1.98% | 9 |
|
|
2013
Q4 | – | Sell |
-29
| Closed | -$11K | – | 786 |
|
|
2013
Q3 | $11K | Buy |
+29
| New | +$11K | 0.01% | 293 |
|