FWM
Finer Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
753
| – | – | 0.22% | 60 |
|
|
2025
Q1 | $373K | Sell |
753
-10
| -1% | -$4.95K | 0.22% | 66 |
|
|
2024
Q4 | $398K | Sell |
763
-74
| -9% | -$38.6K | 0.23% | 66 |
|
|
2024
Q3 | $411K | Hold |
837
| – | – | 0.25% | 60 |
|
|
2024
Q2 | $372K | Hold |
837
| – | – | 0.24% | 61 |
|
|
2024
Q1 | $334K | Hold |
837
| – | – | 0.22% | 65 |
|
|
2023
Q4 | $282K | Sell |
837
-78
| -9% | -$26.3K | 0.21% | 68 |
|
|
2023
Q3 | $267K | Hold |
915
| – | – | 0.21% | 67 |
|
|
2023
Q2 | $313K | Hold |
915
| – | – | 0.24% | 66 |
|
|
2023
Q1 | $234K | Sell |
915
-4
| -0.4% | -$1.02K | 0.2% | 77 |
|
|
2022
Q4 | $244K | Buy |
+919
| New | +$244K | 0.23% | 73 |
|
|
2022
Q2 | – | Sell |
-972
| Closed | -$293K | – | 81 |
|
|
2022
Q1 | $293K | Hold |
972
| – | – | 0.24% | 74 |
|
|
2021
Q4 | $349K | Buy |
+972
| New | +$349K | 0.29% | 67 |
|