MWM
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Merriman Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Merriman Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$521K Buy
999
+3
+0.3% +$1.57K 0.02% 130
2024
Q3 		$489K Buy
996
+8
+0.8% +$3.93K 0.02% 146
2024
Q2 		$439K Sell
988
-128
-11% -$56.9K 0.02% 146
2024
Q1 		$445K Buy
+1,116
New +$445K 0.02% 141