PPWM
Paragon Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
1,657
+220
| +15% | +$120K | 0.36% | 84 |
|
|
2025
Q1 | $712K | Buy |
1,437
+323
| +29% | +$160K | 0.33% | 86 |
|
|
2024
Q4 | $581K | Buy |
1,114
+215
| +24% | +$112K | 0.27% | 96 |
|
|
2024
Q3 | $442K | Buy |
899
+140
| +18% | +$68.8K | 0.22% | 109 |
|
|
2024
Q2 | $338K | Buy |
+759
| New | +$338K | 0.19% | 112 |
|