PWG
Portside Wealth Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
1,891
+230
| +14% | +$125K | 0.15% | 143 |
|
|
2025
Q1 | $823K | Buy |
1,661
+305
| +22% | +$151K | 0.13% | 172 |
|
|
2024
Q4 | $708K | Buy |
1,356
+191
| +16% | +$99.7K | 0.12% | 183 |
|
|
2024
Q3 | $572K | Buy |
1,165
+156
| +15% | +$76.6K | 0.1% | 209 |
|
|
2024
Q2 | $449K | Buy |
1,009
+110
| +12% | +$48.9K | 0.09% | 225 |
|
|
2024
Q1 | $359K | Buy |
899
+83
| +10% | +$33.1K | 0.07% | 250 |
|
|
2023
Q4 | $275K | Buy |
816
+62
| +8% | +$20.9K | 0.05% | 280 |
|
|
2023
Q3 | $221K | Buy |
+754
| New | +$221K | 0.04% | 300 |
|