MWM
Modern Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
1,210
+196
| +19% | +$107K | 0.02% | 428 |
|
|
2025
Q1 | $502K | Buy |
1,014
+44
| +5% | +$21.8K | 0.02% | 419 |
|
|
2024
Q4 | $506K | Buy |
970
+91
| +10% | +$47.5K | 0.02% | 362 |
|
|
2024
Q3 | $432K | Buy |
879
+80
| +10% | +$39.3K | 0.03% | 270 |
|
|
2024
Q2 | $355K | Buy |
799
+29
| +4% | +$12.9K | 0.03% | 274 |
|
|
2024
Q1 | $307K | Buy |
+770
| New | +$307K | 0.03% | 238 |
|