GWMR
GC Wealth Management RIA’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
8,940
+6,951
| +349% | +$3.78M | 0.4% | 46 |
|
|
2025
Q1 | $985K | Sell |
1,989
-100
| -5% | -$49.5K | 0.18% | 106 |
|
|
2024
Q4 | $1.09M | Sell |
2,089
-170
| -8% | -$88.7K | 0.19% | 104 |
|
|
2024
Q3 | $1.11M | Sell |
2,259
-38
| -2% | -$18.7K | 0.19% | 104 |
|
|
2024
Q2 | $1.02M | Sell |
2,297
-91
| -4% | -$40.5K | 0.2% | 99 |
|
|
2024
Q1 | $953K | Buy |
2,388
+651
| +37% | +$260K | 0.19% | 103 |
|
|
2023
Q4 | $586K | Buy |
+1,737
| New | +$586K | 0.26% | 102 |
|