LCWP
Legacy Capital Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
1,312
-80
| -6% | -$43.5K | 0.16% | 127 |
|
|
2025
Q1 | $689K | Buy |
1,392
+1
| +0.1% | +$495 | 0.17% | 127 |
|
|
2024
Q4 | $726K | Sell |
1,391
-445
| -24% | -$232K | 0.18% | 118 |
|
|
2024
Q3 | $902K | Buy |
1,836
+913
| +99% | +$448K | 0.18% | 111 |
|
|
2024
Q2 | $411K | Buy |
+923
| New | +$411K | 0.1% | 190 |
|
|
2024
Q1 | – | Sell |
-814
| Closed | -$275K | – | 224 |
|
|
2023
Q4 | $275K | Buy |
+814
| New | +$275K | 0.08% | 232 |
|