FTWA
Fifth Third Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.14M | Buy |
11,303
+740
| +7% | +$402K | 0.26% | 64 |
|
2025
Q1 | $5.23M | Buy |
10,563
+1,318
| +14% | +$653K | 0.27% | 58 |
|
2024
Q4 | $4.83M | Buy |
9,245
+907
| +11% | +$473K | 0.26% | 58 |
|
2024
Q3 | $4.1M | Buy |
8,338
+4,050
| +94% | +$1.99M | 0.25% | 62 |
|
2024
Q2 | $1.91M | Buy |
4,288
+3,089
| +258% | +$1.37M | 0.14% | 98 |
|
2024
Q1 | $479K | Buy |
1,199
+371
| +45% | +$148K | 0.07% | 160 |
|
2023
Q4 | $279K | Sell |
828
-190
| -19% | -$64.1K | 0.09% | 153 |
|
2023
Q3 | $298K | Buy |
1,018
+433
| +74% | +$127K | 0.12% | 139 |
|
2023
Q2 | $200K | Buy |
+585
| New | +$200K | 0.13% | 136 |
|