IWA
IVC Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-987
| Closed | -$333K | – | 167 |
|
|
2023
Q4 | $333K | Sell |
987
-8
| -0.8% | -$2.7K | 0.21% | 104 |
|
|
2023
Q3 | $291K | Hold |
995
| – | – | 0.19% | 111 |
|
|
2023
Q2 | $340K | Hold |
995
| – | – | 0.22% | 104 |
|
|
2023
Q1 | $254K | Sell |
995
-105
| -10% | -$26.8K | 0.18% | 118 |
|
|
2022
Q4 | $292K | Sell |
1,100
-19
| -2% | -$5.04K | 0.22% | 110 |
|
|
2022
Q3 | $210K | Sell |
1,119
-11
| -1% | -$2.06K | 0.17% | 132 |
|
|
2022
Q2 | $227K | Sell |
1,130
-249
| -18% | -$50K | 0.18% | 126 |
|
|
2022
Q1 | $416K | Buy |
1,379
+35
| +3% | +$10.6K | 0.27% | 91 |
|
|
2021
Q4 | $483K | Buy |
1,344
+899
| +202% | +$323K | 0.31% | 83 |
|
|
2021
Q3 | $442K | Hold |
445
| – | – | 0.3% | 84 |
|
|
2021
Q2 | $409K | Buy |
445
+30
| +7% | +$27.6K | 0.29% | 87 |
|
|
2021
Q1 | $307K | Buy |
415
+5
| +1% | +$3.7K | 0.24% | 96 |
|
|
2020
Q4 | $335K | Buy |
+410
| New | +$335K | 0.32% | 82 |
|