QWM
Quadcap Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
3,027
-71
| -2% | -$38.6K | 0.21% | 98 |
|
|
2025
Q1 | $1.53M | Sell |
3,098
-111
| -3% | -$55K | 0.22% | 95 |
|
|
2024
Q4 | $1.67M | Sell |
3,209
-34
| -1% | -$17.7K | 0.25% | 85 |
|
|
2024
Q3 | $1.59M | Buy |
3,243
+74
| +2% | +$36.4K | 0.25% | 88 |
|
|
2024
Q2 | $1.41M | Sell |
3,169
-91
| -3% | -$40.5K | 0.25% | 83 |
|
|
2024
Q1 | $1.3M | Sell |
3,260
-338
| -9% | -$135K | 0.3% | 80 |
|
|
2023
Q4 | $1.21M | Buy |
+3,598
| New | +$1.21M | 0.31% | 82 |
|