PWM
Pinnacle Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,580
| Closed | -$2.91M | – | 66 |
|
|
2024
Q4 | $2.91M | Sell |
5,580
-56
| -1% | -$29.2K | 3.24% | 10 |
|
|
2024
Q3 | $2.77M | Sell |
5,636
-1,692
| -23% | -$831K | 3.31% | 8 |
|
|
2024
Q2 | $3.26M | Sell |
7,328
-189
| -3% | -$84.1K | 4.08% | 6 |
|
|
2024
Q1 | $3M | Sell |
7,517
-113
| -1% | -$45.1K | 3.13% | 9 |
|
|
2023
Q4 | $2.57M | Sell |
7,630
-132
| -2% | -$44.5K | 2.94% | 18 |
|
|
2023
Q3 | $2.27M | Buy |
7,762
+2,563
| +49% | +$749K | 2.75% | 15 |
|
|
2023
Q2 | $1.78M | Buy |
+5,199
| New | +$1.78M | 1.79% | 22 |
|
|
2022
Q4 | – | Sell |
-6,334
| Closed | -$1.19M | – | 53 |
|
|
2022
Q3 | $1.19M | Buy |
+6,334
| New | +$1.19M | 1.44% | 39 |
|