SWM
Silverlake Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,548
| Closed | -$452K | – | 239 |
|
|
2023
Q3 | $452K | Buy |
1,548
+380
| +33% | +$111K | 0.25% | 105 |
|
|
2023
Q2 | $399K | Hold |
1,168
| – | – | 0.22% | 117 |
|
|
2023
Q1 | $298K | Hold |
1,168
| – | – | 0.18% | 145 |
|
|
2022
Q4 | $310K | Hold |
1,168
| – | – | 0.19% | 134 |
|
|
2022
Q3 | $219K | Buy |
1,168
+14
| +1% | +$2.62K | 0.15% | 173 |
|
|
2022
Q2 | $232K | Buy |
1,154
+6
| +0.5% | +$1.2K | 0.15% | 167 |
|
|
2022
Q1 | $346K | Buy |
1,148
+14
| +1% | +$4.22K | 0.2% | 142 |
|
|
2021
Q4 | $407K | Buy |
+1,134
| New | +$407K | 0.22% | 115 |
|