EWM
Empirical Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
3,245
+358
| +12% | +$195K | 0.04% | 244 |
|
|
2025
Q1 | $1.43M | Buy |
2,887
+887
| +44% | +$439K | 0.04% | 256 |
|
|
2024
Q4 | $1.04M | Buy |
2,000
+164
| +9% | +$85.6K | 0.03% | 274 |
|
|
2024
Q3 | $902K | Buy |
1,836
+161
| +10% | +$79.1K | 0.03% | 282 |
|
|
2024
Q2 | $745K | Buy |
1,675
+754
| +82% | +$335K | 0.02% | 287 |
|
|
2024
Q1 | $368K | Buy |
921
+82
| +10% | +$32.7K | 0.01% | 390 |
|
|
2023
Q4 | $283K | Buy |
839
+103
| +14% | +$34.7K | 0.01% | 407 |
|
|
2023
Q3 | $215K | Buy |
736
+50
| +7% | +$14.6K | 0.01% | 432 |
|
|
2023
Q2 | $235K | Buy |
+686
| New | +$235K | 0.01% | 413 |
|