MWM
MinichMacGregor Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+498
| New | +$271K | 0.06% | 103 |
|
|
2023
Q1 | – | Sell |
-131
| Closed | -$34.8K | – | 347 |
|
|
2022
Q4 | $34.8K | Buy |
+131
| New | +$34.8K | 0.01% | 222 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | -$10K | – | 290 |
|
|
2018
Q3 | $10K | Hold |
19
| – | – | 0.01% | 314 |
|
|
2018
Q2 | $9K | Buy |
+19
| New | +$9K | 0.01% | 320 |
|