FWM
FFT Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-636
| Closed | -$332K | – | 143 |
|
|
2024
Q4 | $332K | Sell |
636
-422
| -40% | -$220K | 0.03% | 134 |
|
|
2024
Q3 | $520K | Buy |
1,058
+247
| +30% | +$121K | 0.04% | 84 |
|
|
2024
Q2 | $361K | Sell |
811
-266
| -25% | -$118K | 0.03% | 102 |
|
|
2024
Q1 | $430K | Buy |
1,077
+85
| +9% | +$33.9K | 0.04% | 84 |
|
|
2023
Q4 | $335K | Buy |
992
+107
| +12% | +$36.1K | 0.03% | 80 |
|
|
2023
Q3 | $259K | Buy |
+885
| New | +$259K | 0.03% | 79 |
|