QWP
Quotient Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
1,791
+148
| +9% | +$80.4K | 0.03% | 117 |
|
|
2025
Q1 | $814K | Buy |
1,643
+24
| +1% | +$11.9K | 0.03% | 126 |
|
|
2024
Q4 | $845K | Buy |
1,619
+97
| +6% | +$50.6K | 0.03% | 119 |
|
|
2024
Q3 | $748K | Buy |
1,522
+82
| +6% | +$40.3K | 0.02% | 135 |
|
|
2024
Q2 | $641K | Buy |
1,440
+133
| +10% | +$59.2K | 0.02% | 147 |
|
|
2024
Q1 | $522K | Buy |
1,307
+28
| +2% | +$11.2K | 0.02% | 164 |
|
|
2023
Q4 | $431K | Buy |
+1,279
| New | +$431K | 0.02% | 184 |
|