IWA
Icon Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
2,620
+823
| +46% | +$447K | 0.1% | 146 |
|
|
2025
Q1 | $890K | Sell |
1,797
-13
| -0.7% | -$6.44K | 0.07% | 158 |
|
|
2024
Q4 | $945K | Buy |
1,810
+5
| +0.3% | +$2.61K | 0.08% | 152 |
|
|
2024
Q3 | $887K | Buy |
1,805
+3
| +0.2% | +$1.47K | 0.07% | 151 |
|
|
2024
Q2 | $801K | Buy |
1,802
+1,312
| +268% | +$583K | 0.07% | 157 |
|
|
2024
Q1 | $196K | Buy |
490
+89
| +22% | +$35.5K | 0.02% | 340 |
|
|
2023
Q4 | $135K | Buy |
+401
| New | +$135K | 0.01% | 377 |
|