PWM
Purus Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
25,297
-18
| -0.1% | -$9.78K | 4.77% | 3 |
|
|
2025
Q1 | $12.5M | Buy |
25,315
+23
| +0.1% | +$11.4K | 5.33% | 3 |
|
|
2024
Q4 | $13.2M | Sell |
25,292
-1,475
| -6% | -$770K | 5.22% | 3 |
|
|
2024
Q3 | $13.1M | Sell |
26,767
-1,433
| -5% | -$704K | 5.57% | 3 |
|
|
2024
Q2 | $12.5M | Sell |
28,200
-626
| -2% | -$278K | 5.54% | 3 |
|
|
2024
Q1 | $11.5M | Buy |
28,826
+26,380
| +1,078% | +$10.5M | 5.68% | 2 |
|
|
2023
Q4 | $825K | Buy |
2,446
+10
| +0.4% | +$3.37K | 0.48% | 48 |
|
|
2023
Q3 | $712K | Sell |
2,436
-16
| -0.7% | -$4.68K | 0.48% | 46 |
|
|
2023
Q2 | $838K | Buy |
2,452
+1,120
| +84% | +$383K | 0.54% | 46 |
|
|
2023
Q1 | $340K | Buy |
1,332
+230
| +21% | +$58.7K | 0.27% | 74 |
|
|
2022
Q4 | $292K | Sell |
1,102
-790
| -42% | -$210K | 0.27% | 84 |
|
|
2022
Q3 | $355K | Buy |
1,892
+5
| +0.3% | +$938 | 0.33% | 68 |
|
|
2022
Q2 | $379K | Buy |
1,887
+52
| +3% | +$10.4K | 0.34% | 67 |
|
|
2022
Q1 | $554K | Buy |
1,835
+1,011
| +123% | +$305K | 0.38% | 64 |
|
|
2021
Q4 | $296K | Buy |
+824
| New | +$296K | 0.19% | 91 |
|