OWA
Opal Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
561
+100
| +22% | +$54.3K | 0.08% | 136 |
|
|
2025
Q1 | $228K | Sell |
461
-51
| -10% | -$25.3K | 0.07% | 163 |
|
|
2024
Q4 | $267K | Buy |
512
+25
| +5% | +$13K | 0.08% | 140 |
|
|
2024
Q3 | $239K | Buy |
487
+66
| +16% | +$32.4K | 0.07% | 162 |
|
|
2024
Q2 | $187K | Buy |
+421
| New | +$187K | 0.06% | 190 |
|
|
2022
Q1 | – | Sell |
-610
| Closed | -$219K | – | 115 |
|
|
2021
Q4 | $219K | Buy |
+610
| New | +$219K | 0.14% | 111 |
|