LWA
Ledgewood Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Hold |
950
| – | – | 0.33% | 39 |
|
|
2025
Q1 | $471K | Hold |
950
| – | – | 0.3% | 42 |
|
|
2024
Q4 | $496K | Hold |
950
| – | – | 0.32% | 42 |
|
|
2024
Q3 | $467K | Buy |
950
+50
| +6% | +$24.6K | 0.31% | 40 |
|
|
2024
Q2 | $400K | Hold |
900
| – | – | 0.35% | 38 |
|
|
2024
Q1 | $359K | Hold |
900
| – | – | 0.33% | 43 |
|
|
2023
Q4 | $304K | Buy |
+900
| New | +$304K | 0.28% | 46 |
|