PWA
Physician Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
804
+54
| +7% | +$29.3K | 0.07% | 108 |
|
|
2025
Q1 | $371K | Sell |
750
-39
| -5% | -$19.3K | 0.06% | 119 |
|
|
2024
Q4 | $412K | Buy |
789
+3
| +0.4% | +$1.57K | 0.07% | 110 |
|
|
2024
Q3 | $376K | Sell |
786
-38
| -5% | -$18.2K | 0.07% | 114 |
|
|
2024
Q2 | $361K | Sell |
824
-25
| -3% | -$11K | 0.07% | 112 |
|
|
2024
Q1 | $321K | Hold |
849
| – | – | 0.07% | 123 |
|
|
2023
Q4 | $319K | Sell |
849
-2
| -0.2% | -$752 | 0.07% | 117 |
|
|
2023
Q3 | $251K | Hold |
851
| – | – | 0.06% | 127 |
|
|
2023
Q2 | $286K | Sell |
851
-58
| -6% | -$19.5K | 0.07% | 115 |
|
|
2023
Q1 | $271K | Hold |
909
| – | – | 0.07% | 121 |
|
|
2022
Q4 | $235K | Buy |
+909
| New | +$235K | 0.06% | 137 |
|
|
2022
Q1 | – | Sell |
-695
| Closed | -$225K | – | 160 |
|
|
2021
Q4 | $225K | Hold |
695
| – | – | 0.06% | 148 |
|
|
2021
Q3 | $230K | Buy |
+695
| New | +$230K | 0.06% | 145 |
|