EWM
Evermay Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
731
+22
| +3% | +$12K | 0.05% | 142 |
|
|
2025
Q1 | $351K | Buy |
709
+16
| +2% | +$7.92K | 0.05% | 147 |
|
|
2024
Q4 | $362K | Buy |
693
+266
| +62% | +$139K | 0.05% | 143 |
|
|
2024
Q3 | $210K | Buy |
427
+105
| +33% | +$51.6K | 0.03% | 194 |
|
|
2024
Q2 | $143K | Sell |
322
-28
| -8% | -$12.5K | 0.02% | 225 |
|
|
2024
Q1 | $140K | Sell |
350
-23
| -6% | -$9.18K | 0.02% | 233 |
|
|
2023
Q4 | $126K | Buy |
373
+18
| +5% | +$6.07K | 0.02% | 221 |
|
|
2023
Q3 | $104K | Buy |
355
+45
| +15% | +$13.2K | 0.02% | 235 |
|
|
2023
Q2 | $106K | Buy |
310
+13
| +4% | +$4.45K | 0.02% | 234 |
|
|
2023
Q1 | $75.9K | Buy |
297
+179
| +152% | +$45.7K | 0.02% | 266 |
|
|
2022
Q4 | $31.3K | Buy |
118
+60
| +103% | +$15.9K | 0.01% | 334 |
|
|
2022
Q3 | $11K | Buy |
+58
| New | +$11K | ﹤0.01% | 386 |
|