PWAG
Polaris Wealth Advisory Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.69M | Buy |
16,041
+14,836
| +1,231% | +$4.34M | 0.36% | 77 |
|
|
2023
Q2 | $412K | Buy |
+1,205
| New | +$412K | 0.03% | 129 |
|
|
2022
Q2 | – | Sell |
-34,336
| Closed | -$10M | – | 156 |
|
|
2022
Q1 | $10M | Buy |
34,336
+29,198
| +568% | +$8.52M | 0.67% | 47 |
|
|
2021
Q4 | $1.85M | Buy |
5,138
+1,180
| +30% | +$424K | 0.11% | 97 |
|
|
2021
Q3 | $1.34M | Buy |
3,958
+3,084
| +353% | +$1.04M | 0.08% | 93 |
|
|
2021
Q2 | $811K | Buy |
874
+72
| +9% | +$66.8K | 0.05% | 99 |
|
|
2021
Q1 | $629K | Buy |
802
+228
| +40% | +$179K | 0.04% | 112 |
|
|
2020
Q4 | $470K | Buy |
574
+184
| +47% | +$151K | 0.04% | 128 |
|
|
2020
Q3 | $276K | Buy |
+390
| New | +$276K | 0.03% | 139 |
|
|
2014
Q1 | – | Sell |
-38
| Closed | -$15K | – | 184 |
|
|
2013
Q4 | $15K | Buy |
+38
| New | +$15K | ﹤0.01% | 131 |
|