Global Wealth Management Investment Advisory’s Intuitive Surgical ISRG Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-75	Closed	-$25.3K	–	287
2023 Q4	$25.3K	Hold	75	–	–	0.01%	233
2023 Q3	$21.9K	Hold	75	–	–	0.01%	240
2023 Q2	$25.6K	Buy	+75	New	+$22.7K	0.01%	230
2022 Q3	–	Sell	-75	Closed	-$15K	–	298
2022 Q2	$15K	Hold	75	–	–	0.01%	257
2022 Q1	$23K	Buy	75 +30	+67%	+$8.76K	0.01%	246
2021 Q4	$16K	Hold	45	–	–	﹤0.01%	273
2021 Q3	$15K	Hold	45	–	–	﹤0.01%	281
2021 Q2	$14K	Hold	45	–	–	﹤0.01%	269
2021 Q1	$11K	Hold	45	–	–	﹤0.01%	303
2020 Q4	$12K	Buy	45 +27	+150%	+$6.7K	﹤0.01%	261
2020 Q3	$4K	Hold	18	–	–	﹤0.01%	344
2020 Q2	$3K	Hold	18	–	–	﹤0.01%	481
2020 Q1	$3K	Buy	+18	New	+$3.3K	﹤0.01%	473
2019 Q4	–	Sell	-27	Closed	-$5K	–	679
2019 Q3	$5K	Hold	27	–	–	﹤0.01%	402
2019 Q2	$5K	Hold	27	–	–	﹤0.01%	441
2019 Q1	$5K	Hold	27	–	–	﹤0.01%	450
2018 Q4	$4K	Buy	+27	New	+$4.58K	﹤0.01%	508

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Global Wealth Management Investment Advisory's ISRG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 75 shares — an estimated $25.3K sold.

Global Wealth Management Investment Advisory first reported a position in ISRG in Q4 2018 and held it in 17 quarters. The position peaked at $25.6K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 75 Intuitive Surgical shares in Q1 2024, an estimated $25.3K.
Global Wealth Management Investment Advisory first reported a position in Intuitive Surgical in Q4 2018 and held it in 17 quarters.
Global Wealth Management Investment Advisory's Intuitive Surgical position peaked at $25.6K in Q2 2023.
1,745 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.