PPWP
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 |
|