LWMM
Legacy Wealth Management (Mississippi)’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
2,042
-168
| -8% | -$91.3K | 0.34% | 44 |
|
|
2025
Q1 | $1.09M | Hold |
2,210
| – | – | 0.36% | 45 |
|
|
2024
Q4 | $1.15M | Hold |
2,210
| – | – | 0.46% | 41 |
|
|
2024
Q3 | $1.09M | Hold |
2,210
| – | – | 0.4% | 45 |
|
|
2024
Q2 | $983K | Hold |
2,210
| – | – | 0.42% | 43 |
|
|
2024
Q1 | $882K | Hold |
2,210
| – | – | 0.4% | 46 |
|
|
2023
Q4 | $746K | Hold |
2,210
| – | – | 0.36% | 49 |
|
|
2023
Q3 | $646K | Hold |
2,210
| – | – | 0.34% | 55 |
|
|
2023
Q2 | $756K | Hold |
2,210
| – | – | 0.38% | 50 |
|
|
2023
Q1 | $565K | Hold |
2,210
| – | – | 0.31% | 54 |
|
|
2022
Q4 | $586K | Hold |
2,210
| – | – | 0.35% | 52 |
|
|
2022
Q3 | $414K | Buy |
2,210
+75
| +4% | +$14.1K | 0.28% | 58 |
|
|
2022
Q2 | $429K | Hold |
2,135
| – | – | 0.26% | 67 |
|
|
2022
Q1 | $644K | Buy |
2,135
+11
| +0.5% | +$3.32K | 0.34% | 63 |
|
|
2021
Q4 | $763K | Buy |
2,124
+1,419
| +201% | +$510K | 0.39% | 60 |
|
|
2021
Q3 | $701K | Hold |
705
| – | – | 0.37% | 64 |
|
|
2021
Q2 | $648K | Hold |
705
| – | – | 0.36% | 61 |
|
|
2021
Q1 | $521K | Hold |
705
| – | – | 0.32% | 65 |
|
|
2020
Q4 | $577K | Hold |
705
| – | – | 0.37% | 63 |
|
|
2020
Q3 | $500K | Hold |
705
| – | – | 0.34% | 67 |
|
|
2020
Q2 | $402K | Buy |
705
+56
| +9% | +$31.9K | 0.31% | 72 |
|
|
2020
Q1 | $321K | Buy |
+649
| New | +$321K | 0.3% | 73 |
|