KWM
Kolinsky Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $367K | Sell |
703
-170
| -19% | -$88.7K | 0.22% | 94 |
|
|
2024
Q3 | $429K | Sell |
873
-147
| -14% | -$72.2K | 0.28% | 79 |
|
|
2024
Q2 | $454K | Buy |
1,020
+112
| +12% | +$49.8K | 0.33% | 64 |
|
|
2024
Q1 | $362K | Buy |
908
+72
| +9% | +$28.7K | 0.28% | 86 |
|
|
2023
Q4 | $282K | Buy |
836
+40
| +5% | +$13.5K | 0.25% | 101 |
|
|
2023
Q3 | $233K | Sell |
796
-60
| -7% | -$17.5K | 0.23% | 109 |
|
|
2023
Q2 | $290K | Buy |
+856
| New | +$290K | 0.27% | 88 |
|