EWM
EPG Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
681
| – | – | 0.11% | 151 |
|
|
2025
Q1 | $337K | Buy |
681
+148
| +28% | +$73.3K | 0.09% | 187 |
|
|
2024
Q4 | $278K | Buy |
533
+12
| +2% | +$6.26K | 0.07% | 202 |
|
|
2024
Q3 | $256K | Buy |
+521
| New | +$256K | 0.06% | 217 |
|
|
2022
Q1 | – | Sell |
-558
| Closed | -$200K | – | 417 |
|
|
2021
Q4 | $200K | Buy |
+558
| New | +$200K | 0.07% | 230 |
|
|
2020
Q2 | – | Sell |
-23
| Closed | -$11K | – | 452 |
|
|
2020
Q1 | $11K | Buy |
23
+3
| +15% | +$1.44K | 0.01% | 471 |
|
|
2019
Q4 | $12K | Buy |
+20
| New | +$12K | 0.01% | 412 |
|