HWA
HCR Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
1,257
+67
| +6% | +$36.4K | 0.08% | 121 |
|
|
2025
Q1 | $589K | Buy |
1,190
+119
| +11% | +$58.9K | 0.08% | 128 |
|
|
2024
Q4 | $559K | Buy |
1,071
+2
| +0.2% | +$1.04K | 0.07% | 130 |
|
|
2024
Q3 | $525K | Sell |
1,069
-1
| -0.1% | -$491 | 0.07% | 136 |
|
|
2024
Q2 | $476K | Buy |
1,070
+133
| +14% | +$59.2K | 0.07% | 133 |
|
|
2024
Q1 | $374K | Sell |
937
-105
| -10% | -$41.9K | 0.06% | 153 |
|
|
2023
Q4 | $352K | Buy |
1,042
+217
| +26% | +$73.2K | 0.06% | 145 |
|
|
2023
Q3 | $241K | Sell |
825
-449
| -35% | -$131K | 0.05% | 142 |
|
|
2023
Q2 | $436K | Sell |
1,274
-35
| -3% | -$12K | 0.08% | 119 |
|
|
2023
Q1 | $334K | Sell |
1,309
-57
| -4% | -$14.6K | 0.07% | 132 |
|
|
2022
Q4 | $362K | Sell |
1,366
-129
| -9% | -$34.2K | 0.08% | 128 |
|
|
2022
Q3 | $280K | Buy |
1,495
+124
| +9% | +$23.2K | 0.06% | 139 |
|
|
2022
Q2 | $275K | Sell |
1,371
-6
| -0.4% | -$1.2K | 0.06% | 143 |
|
|
2022
Q1 | $415K | Sell |
1,377
-172
| -11% | -$51.8K | 0.07% | 136 |
|
|
2021
Q4 | $557K | Buy |
1,549
+1,064
| +219% | +$383K | 0.09% | 131 |
|
|
2021
Q3 | $482K | Buy |
485
+15
| +3% | +$14.9K | 0.08% | 136 |
|
|
2021
Q2 | $432K | Buy |
470
+12
| +3% | +$11K | 0.08% | 140 |
|
|
2021
Q1 | $338K | Sell |
458
-170
| -27% | -$125K | 0.07% | 148 |
|
|
2020
Q4 | $514K | Buy |
628
+87
| +16% | +$71.2K | 0.11% | 116 |
|
|
2020
Q3 | $384K | Buy |
541
+68
| +14% | +$48.3K | 0.09% | 121 |
|
|
2020
Q2 | $272K | Sell |
473
-60
| -11% | -$34.5K | 0.06% | 131 |
|
|
2020
Q1 | $264K | Sell |
533
-9
| -2% | -$4.46K | 0.08% | 126 |
|
|
2019
Q4 | $320K | Sell |
542
-74
| -12% | -$43.7K | 0.08% | 124 |
|
|
2019
Q3 | $334K | Buy |
616
+84
| +16% | +$45.5K | 0.11% | 116 |
|
|
2019
Q2 | $279K | Buy |
532
+87
| +20% | +$45.6K | 0.08% | 130 |
|
|
2019
Q1 | $254K | Sell |
445
-130
| -23% | -$74.2K | 0.07% | 150 |
|
|
2018
Q4 | $275K | Buy |
+575
| New | +$275K | 0.09% | 132 |
|