QPWM
Quadrant Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
435
-62
| -12% | -$33.7K | 0.05% | 223 |
|
|
2025
Q1 | $246K | Sell |
497
-7
| -1% | -$3.47K | 0.06% | 199 |
|
|
2024
Q4 | $263K | Buy |
504
+11
| +2% | +$5.74K | 0.06% | 204 |
|
|
2024
Q3 | $242K | Buy |
+493
| New | +$242K | 0.06% | 205 |
|
|
2023
Q4 | – | Sell |
-1,020
| Closed | -$298K | – | 249 |
|
|
2023
Q3 | $298K | Sell |
1,020
-80
| -7% | -$23.4K | 0.1% | 163 |
|
|
2023
Q2 | $376K | Buy |
1,100
+20
| +2% | +$6.84K | 0.11% | 156 |
|
|
2023
Q1 | $276K | Sell |
1,080
-1
| -0.1% | -$255 | 0.09% | 195 |
|
|
2022
Q4 | $287K | Buy |
+1,081
| New | +$287K | 0.1% | 182 |
|
|
2022
Q2 | $217K | Buy |
1,081
+224
| +26% | +$45K | 0.09% | 182 |
|
|
2022
Q1 | $259K | Buy |
+857
| New | +$259K | 0.1% | 172 |
|