LWAM
Legacy Wealth Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
4,866
-279
| -5% | -$152K | 0.67% | 16 |
|
|
2025
Q1 | $2.55M | Sell |
5,145
-191
| -4% | -$94.6K | 0.7% | 20 |
|
|
2024
Q4 | $2.79M | Sell |
5,336
-408
| -7% | -$213K | 0.76% | 16 |
|
|
2024
Q3 | $2.82M | Sell |
5,744
-231
| -4% | -$113K | 0.76% | 17 |
|
|
2024
Q2 | $2.66M | Sell |
5,975
-225
| -4% | -$100K | 0.75% | 18 |
|
|
2024
Q1 | $2.47M | Sell |
6,200
-193
| -3% | -$77K | 0.69% | 24 |
|
|
2023
Q4 | $2.16M | Sell |
6,393
-86
| -1% | -$29K | 0.71% | 24 |
|
|
2023
Q3 | $1.89M | Sell |
6,479
-281
| -4% | -$82.1K | 0.7% | 26 |
|
|
2023
Q2 | $2.31M | Sell |
6,760
-294
| -4% | -$101K | 0.81% | 16 |
|
|
2023
Q1 | $1.8M | Sell |
7,054
-109
| -2% | -$27.8K | 0.65% | 31 |
|
|
2022
Q4 | $1.9M | Sell |
7,163
-327
| -4% | -$86.8K | 0.72% | 26 |
|
|
2022
Q3 | $1.4M | Buy |
7,490
+2,717
| +57% | +$509K | 0.61% | 32 |
|
|
2022
Q2 | $958K | Buy |
4,773
+279
| +6% | +$56K | 0.39% | 79 |
|
|
2022
Q1 | $1.36M | Buy |
4,494
+152
| +4% | +$45.9K | 0.48% | 54 |
|
|
2021
Q4 | $1.56M | Buy |
4,342
+2,910
| +203% | +$1.05M | 0.53% | 32 |
|
|
2021
Q3 | $1.42M | Sell |
1,432
-26
| -2% | -$25.9K | 0.65% | 18 |
|
|
2021
Q2 | $1.34M | Sell |
1,458
-178
| -11% | -$164K | 0.6% | 25 |
|
|
2021
Q1 | $1.21M | Buy |
1,636
+12
| +0.7% | +$8.87K | 0.56% | 32 |
|
|
2020
Q4 | $1.33M | Buy |
+1,624
| New | +$1.33M | 0.67% | 21 |
|