GSWM
Golden State Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Sell |
1,653
-104
| -6% | -$56.5K | 0.11% | 155 |
|
|
2025
Q1 | $870K | Buy |
1,757
+212
| +14% | +$105K | 0.13% | 137 |
|
|
2024
Q4 | $806K | Buy |
+1,545
| New | +$806K | 0.12% | 140 |
|
|
2022
Q1 | $933K | Sell |
3,092
-135
| -4% | -$40.7K | 0.18% | 113 |
|
|
2021
Q4 | $1.16M | Buy |
3,227
+2,170
| +205% | +$779K | 0.2% | 107 |
|
|
2021
Q3 | $1.05M | Buy |
1,057
+3
| +0.3% | +$2.98K | 0.23% | 81 |
|
|
2021
Q2 | $969K | Buy |
1,054
+701
| +199% | +$644K | 0.21% | 98 |
|
|
2021
Q1 | $260K | Sell |
353
-15
| -4% | -$11K | 0.09% | 163 |
|
|
2020
Q4 | $301K | Sell |
368
-76
| -17% | -$62.2K | 0.09% | 176 |
|
|
2020
Q3 | $315K | Sell |
444
-85
| -16% | -$60.3K | 0.11% | 138 |
|
|
2020
Q2 | $301K | Sell |
529
-225
| -30% | -$128K | 0.1% | 138 |
|
|
2020
Q1 | $373K | Buy |
+754
| New | +$373K | 0.16% | 95 |
|
|
2019
Q4 | – | Sell |
-65
| Closed | -$35K | – | 480 |
|
|
2019
Q3 | $35K | Buy |
+65
| New | +$35K | 0.01% | 509 |
|