HWA
HHM Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.8K | Sell |
169
-45
| -21% | -$24.5K | 0.01% | 285 |
|
|
2025
Q1 | $106K | Buy |
214
+45
| +27% | +$22.3K | 0.01% | 262 |
|
|
2024
Q4 | $88.2K | Buy |
169
+15
| +10% | +$7.83K | 0.01% | 278 |
|
|
2024
Q3 | $75.7K | Buy |
154
+15
| +11% | +$7.37K | 0.01% | 286 |
|
|
2024
Q2 | $61.8K | Hold |
139
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $55.5K | Buy |
139
+100
| +256% | +$39.9K | 0.01% | 279 |
|
|
2023
Q4 | $13.2K | Hold |
39
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $11.4K | Hold |
39
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $13.3K | Sell |
39
-60
| -61% | -$20.5K | ﹤0.01% | 475 |
|
|
2023
Q1 | $25.3K | Buy |
99
+92
| +1,314% | +$23.5K | 0.01% | 385 |
|
|
2022
Q4 | $1.86K | Buy |
+7
| New | +$1.86K | ﹤0.01% | 615 |
|
|
2022
Q2 | – | Sell |
-51
| Closed | -$15K | – | 815 |
|
|
2022
Q1 | $15K | Hold |
51
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $18K | Buy |
51
+39
| +325% | +$13.8K | ﹤0.01% | 442 |
|
|
2021
Q3 | $12K | Hold |
12
| – | – | ﹤0.01% | 477 |
|
|
2021
Q2 | $11K | Buy |
+12
| New | +$11K | ﹤0.01% | 468 |
|