NWWA
New Wave Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+370
| New | +$201K | 0.09% | 139 |
|
|
2025
Q1 | – | Sell |
-478
| Closed | -$249K | – | 392 |
|
|
2024
Q4 | $249K | Sell |
478
-83
| -15% | -$43.3K | 0.1% | 117 |
|
|
2024
Q3 | $276K | Sell |
561
-81
| -13% | -$39.8K | 0.13% | 114 |
|
|
2024
Q2 | $286K | Buy |
+642
| New | +$286K | 0.15% | 101 |
|