MWM
Minot Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,542
| Closed | -$465K | – | 201 |
|
|
2022
Q1 | $465K | Sell |
1,542
-1,689
| -52% | -$509K | 0.1% | 132 |
|
|
2021
Q4 | $1.16M | Buy |
3,231
+2,152
| +199% | +$773K | 0.22% | 79 |
|
|
2021
Q3 | $1.07M | Buy |
1,079
+12
| +1% | +$11.9K | 0.23% | 84 |
|
|
2021
Q2 | $1.02M | Buy |
1,067
+252
| +31% | +$241K | 0.22% | 88 |
|
|
2021
Q1 | $602K | Buy |
815
+209
| +34% | +$154K | 0.15% | 108 |
|
|
2020
Q4 | $496K | Buy |
+606
| New | +$496K | 0.15% | 100 |
|