EWA
Encompass Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,035
| Closed | -$508K | – | 115 |
|
|
2024
Q3 | $508K | Hold |
1,035
| – | – | 0.13% | 142 |
|
|
2024
Q2 | $461K | Hold |
1,035
| – | – | 0.12% | 144 |
|
|
2024
Q1 | $413K | Hold |
1,035
| – | – | 0.11% | 161 |
|
|
2023
Q4 | $349K | Hold |
1,035
| – | – | 0.1% | 153 |
|
|
2023
Q3 | $303K | Hold |
1,035
| – | – | 0.1% | 157 |
|
|
2023
Q2 | $354K | Hold |
1,035
| – | – | 0.12% | 151 |
|
|
2023
Q1 | $264K | Hold |
1,035
| – | – | 0.09% | 168 |
|
|
2022
Q4 | $275K | Buy |
+1,035
| New | +$275K | 0.1% | 160 |
|
|
2022
Q3 | – | Sell |
-1,125
| Closed | -$226K | – | 240 |
|
|
2022
Q2 | $226K | Hold |
1,125
| – | – | 0.08% | 182 |
|
|
2022
Q1 | $339K | Buy |
1,125
+36
| +3% | +$10.8K | 0.09% | 161 |
|
|
2021
Q4 | $391K | Buy |
1,089
+726
| +200% | +$261K | 0.1% | 155 |
|
|
2021
Q3 | $360K | Hold |
363
| – | – | 0.09% | 154 |
|
|
2021
Q2 | $333K | Hold |
363
| – | – | 0.08% | 174 |
|
|
2021
Q1 | $308K | Hold |
363
| – | – | 0.08% | 180 |
|
|
2020
Q4 | $297K | Buy |
+363
| New | +$297K | 0.17% | 83 |
|