MCWA
Meadow Creek Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-472
| Closed | -$246K | – | 139 |
|
2024
Q4 | $246K | Sell |
472
-15
| -3% | -$7.83K | 0.18% | 115 |
|
2024
Q3 | $239K | Buy |
+487
| New | +$239K | 0.19% | 120 |
|
2022
Q1 | – | Sell |
-614
| Closed | -$221K | – | 115 |
|
2021
Q4 | $221K | Buy |
+614
| New | +$221K | 0.21% | 112 |
|