GWMIA
Global Wealth Management Investment Advisory’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$25.6K | 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% | +$9.2K | 0.01% | 246 |
|
|
2021
Q4 | $16K | Buy |
45
+30
| +200% | +$10.7K | ﹤0.01% | 273 |
|
|
2021
Q3 | $15K | Hold |
15
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $14K | Hold |
15
| – | – | ﹤0.01% | 269 |
|
|
2021
Q1 | $11K | Hold |
15
| – | – | ﹤0.01% | 303 |
|
|
2020
Q4 | $12K | Buy |
15
+9
| +150% | +$7.2K | ﹤0.01% | 261 |
|
|
2020
Q3 | $4K | Hold |
6
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 481 |
|
|
2020
Q1 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 473 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | -$5K | – | 682 |
|
|
2019
Q3 | $5K | Hold |
9
| – | – | ﹤0.01% | 402 |
|
|
2019
Q2 | $5K | Hold |
9
| – | – | ﹤0.01% | 441 |
|
|
2019
Q1 | $5K | Hold |
9
| – | – | ﹤0.01% | 450 |
|
|
2018
Q4 | $4K | Buy |
+9
| New | +$4K | ﹤0.01% | 508 |
|