MWA
Midland Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
400
-19
| -5% | -$10.3K | 0.01% | 165 |
|
|
2025
Q1 | $208K | Sell |
419
-40
| -9% | -$19.8K | 0.01% | 176 |
|
|
2024
Q4 | $240K | Sell |
459
-35
| -7% | -$18.3K | 0.01% | 181 |
|
|
2024
Q3 | $243K | Sell |
494
-60
| -11% | -$29.5K | 0.01% | 180 |
|
|
2024
Q2 | $246K | Buy |
+554
| New | +$246K | 0.01% | 185 |
|