IWA
IBEX Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
+1,406
| New | +$764K | 0.08% | 128 |
|
|
2024
Q3 | – | Sell |
-53
| Closed | -$23.6K | – | 173 |
|
|
2024
Q2 | $23.6K | Buy |
+53
| New | +$23.6K | ﹤0.01% | 184 |
|
|
2017
Q1 | – | Sell |
-14
| Closed | -$9K | – | 218 |
|
|
2016
Q4 | $9K | Buy |
+14
| New | +$9K | ﹤0.01% | 302 |
|