EWA
EP Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
13,528
+79
| +0.6% | +$42.9K | 0.05% | 216 |
|
|
2025
Q1 | $6.66M | Sell |
13,449
-194
| -1% | -$96.1K | 0.05% | 190 |
|
|
2024
Q4 | $7.12M | Sell |
13,643
-294
| -2% | -$153K | 0.06% | 180 |
|
|
2024
Q3 | $6.85M | Sell |
13,937
-850
| -6% | -$418K | 0.06% | 187 |
|
|
2024
Q2 | $6.58M | Buy |
14,787
+60
| +0.4% | +$26.7K | 0.07% | 156 |
|
|
2024
Q1 | $5.88M | Sell |
14,727
-120
| -0.8% | -$47.9K | 0.07% | 155 |
|
|
2023
Q4 | $5.01M | Sell |
14,847
-27
| -0.2% | -$9.11K | 0.06% | 161 |
|
|
2023
Q3 | $4.35M | Sell |
14,874
-50,179
| -77% | -$14.7M | 0.07% | 163 |
|
|
2023
Q2 | $5.11M | Sell |
65,053
-1,408
| -2% | -$111K | 0.07% | 150 |
|
|
2023
Q1 | $0 | Buy |
66,461
+50,779
| +324% | – | ﹤0.01% | 668 |
|
|
2022
Q4 | $4.16M | Buy |
+15,682
| New | +$4.16M | 0.08% | 145 |
|
|
2022
Q3 | – | Sell |
-4,176
| Closed | -$838K | – | 473 |
|
|
2022
Q2 | $838K | Sell |
4,176
-2,984
| -42% | -$599K | 0.02% | 281 |
|
|
2022
Q1 | $2.16M | Buy |
7,160
+32
| +0.4% | +$9.65K | 0.05% | 195 |
|
|
2021
Q4 | $2.56M | Buy |
7,128
+4,723
| +196% | +$1.7M | 0.06% | 164 |
|
|
2021
Q3 | $2.39M | Sell |
2,405
-52
| -2% | -$51.7K | 0.07% | 150 |
|
|
2021
Q2 | $2.26M | Sell |
2,457
-1,094
| -31% | -$1.01M | 0.06% | 169 |
|
|
2021
Q1 | $2.62M | Buy |
3,551
+161
| +5% | +$119K | 0.08% | 147 |
|
|
2020
Q4 | $2.77M | Sell |
3,390
-1
| -0% | -$818 | 0.1% | 108 |
|
|
2020
Q3 | $2.41M | Sell |
3,391
-97
| -3% | -$68.8K | 0.1% | 97 |
|
|
2020
Q2 | $1.99M | Sell |
3,488
-20
| -0.6% | -$11.4K | 0.08% | 118 |
|
|
2020
Q1 | $1.74M | Sell |
3,508
-293
| -8% | -$145K | 0.09% | 124 |
|
|
2019
Q4 | $2.25M | Buy |
3,801
+235
| +7% | +$139K | 0.09% | 127 |
|
|
2019
Q3 | $1.93M | Buy |
3,566
+1,757
| +97% | +$948K | 0.1% | 107 |
|
|
2019
Q2 | $949K | Buy |
1,809
+522
| +41% | +$274K | 0.06% | 135 |
|
|
2019
Q1 | $734K | Sell |
1,287
-228
| -15% | -$130K | 0.07% | 135 |
|
|
2018
Q4 | $726K | Buy |
1,515
+177
| +13% | +$84.8K | 0.06% | 147 |
|
|
2018
Q3 | $768K | Buy |
1,338
+375
| +39% | +$215K | 0.06% | 139 |
|
|
2018
Q2 | $461K | Sell |
963
-3
| -0.3% | -$1.44K | 0.04% | 122 |
|
|
2018
Q1 | $399K | Buy |
+966
| New | +$399K | 0.04% | 135 |
|