RPWA
Regent Peak Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $344K | Sell |
695
-16
| -2% | -$7.92K | 0.08% | 107 |
|
|
2024
Q4 | $371K | Buy |
711
+10
| +1% | +$5.22K | 0.08% | 103 |
|
|
2024
Q3 | $344K | Buy |
701
+4
| +0.6% | +$1.97K | 0.08% | 111 |
|
|
2024
Q2 | $310K | Buy |
697
+19
| +3% | +$8.45K | 0.07% | 118 |
|
|
2024
Q1 | $271K | Sell |
678
-9
| -1% | -$3.59K | 0.07% | 129 |
|
|
2023
Q4 | $232K | Buy |
+687
| New | +$232K | 0.06% | 136 |
|
|
2023
Q3 | – | Sell |
-671
| Closed | -$229K | – | 162 |
|
|
2023
Q2 | $229K | Buy |
+671
| New | +$229K | 0.07% | 134 |
|
|
2023
Q1 | – | Sell |
-1,058
| Closed | -$281K | – | 168 |
|
|
2022
Q4 | $281K | Buy |
+1,058
| New | +$281K | 0.09% | 122 |
|
|
2022
Q2 | – | Sell |
-718
| Closed | -$217K | – | 164 |
|
|
2022
Q1 | $217K | Sell |
718
-9
| -1% | -$2.72K | 0.06% | 153 |
|
|
2021
Q4 | $261K | Buy |
727
+479
| +193% | +$172K | 0.07% | 142 |
|
|
2021
Q3 | $247K | Buy |
248
+5
| +2% | +$4.98K | 0.07% | 148 |
|
|
2021
Q2 | $241K | Buy |
+243
| New | +$241K | 0.07% | 151 |
|
|
2021
Q1 | – | Sell |
-181
| Closed | -$148K | – | 554 |
|
|
2020
Q4 | $148K | Buy |
+181
| New | +$148K | 0.05% | 172 |
|