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Premier Path Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
2,944
+120
+4% +$65.2K 0.22% 104
2025
Q1
$1.4M Buy
2,824
+39
+1% +$19.3K 0.22% 111
2024
Q4
$1.45M Buy
2,785
+1
+0% +$522 0.22% 102
2024
Q3
$1.37M Sell
2,784
-2
-0.1% -$983 0.22% 115
2024
Q2
$1.24M Buy
2,786
+73
+3% +$32.5K 0.21% 117
2024
Q1
$1.08M Sell
2,713
-45
-2% -$18K 0.2% 130
2023
Q4
$913K Buy
+2,758
New +$913K 0.2% 127