LWM
LJI Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
1,122
-53
| -5% | -$28.8K | 0.11% | 77 |
|
|
2025
Q1 | $582K | Buy |
1,175
+14
| +1% | +$6.93K | 0.12% | 77 |
|
|
2024
Q4 | $606K | Buy |
1,161
+21
| +2% | +$11K | 0.12% | 76 |
|
|
2024
Q3 | $560K | Buy |
1,140
+16
| +1% | +$7.86K | 0.11% | 94 |
|
|
2024
Q2 | $500K | Hold |
1,124
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $449K | Sell |
1,124
-57
| -5% | -$22.7K | 0.12% | 86 |
|
|
2023
Q4 | $398K | Hold |
1,181
| – | – | 0.1% | 104 |
|
|
2023
Q3 | $345K | Sell |
1,181
-187
| -14% | -$54.7K | 0.1% | 111 |
|
|
2023
Q2 | $468K | Sell |
1,368
-6
| -0.4% | -$2.05K | 0.14% | 83 |
|
|
2023
Q1 | $351K | Sell |
1,374
-24
| -2% | -$6.13K | 0.11% | 96 |
|
|
2022
Q4 | $371K | Buy |
+1,398
| New | +$371K | 0.13% | 82 |
|