GWANC
Guardian Wealth Advisors (North Carolina)’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
2,489
+61
| +3% | +$33.1K | 0.1% | 113 |
|
|
2025
Q1 | $1.2M | Sell |
2,428
-15
| -0.6% | -$7.43K | 0.1% | 115 |
|
|
2024
Q4 | $1.28M | Buy |
2,443
+11
| +0.5% | +$5.74K | 0.1% | 111 |
|
|
2024
Q3 | $1.19M | Sell |
2,432
-7
| -0.3% | -$3.44K | 0.13% | 89 |
|
|
2024
Q2 | $1.08M | Buy |
2,439
+409
| +20% | +$182K | 0.13% | 93 |
|
|
2024
Q1 | $810K | Sell |
2,030
-6
| -0.3% | -$2.4K | 0.1% | 115 |
|
|
2023
Q4 | $687K | Buy |
2,036
+81
| +4% | +$27.3K | 0.1% | 109 |
|
|
2023
Q3 | $571K | Buy |
1,955
+29
| +2% | +$8.48K | 0.1% | 113 |
|
|
2023
Q2 | $659K | Buy |
1,926
+142
| +8% | +$48.6K | 0.11% | 101 |
|
|
2023
Q1 | $456K | Sell |
1,784
-252
| -12% | -$64.4K | 0.08% | 129 |
|
|
2022
Q4 | $540K | Buy |
2,036
+223
| +12% | +$59.2K | 0.1% | 104 |
|
|
2022
Q3 | $340K | Sell |
1,813
-31
| -2% | -$5.81K | 0.06% | 134 |
|
|
2022
Q2 | $370K | Buy |
1,844
+985
| +115% | +$198K | 0.07% | 128 |
|
|
2022
Q1 | $259K | Sell |
859
-526
| -38% | -$159K | 0.11% | 139 |
|
|
2021
Q4 | $498K | Buy |
+1,385
| New | +$498K | 0.21% | 90 |
|