SHWM
Smith & Howard Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
612
-55
| -8% | -$29.9K | 0.08% | 53 |
|
|
2025
Q1 | $330K | Hold |
667
| – | – | 0.09% | 53 |
|
|
2024
Q4 | $348K | Hold |
667
| – | – | 0.1% | 55 |
|
|
2024
Q3 | $328K | Hold |
667
| – | – | 0.09% | 58 |
|
|
2024
Q2 | $297K | Hold |
667
| – | – | 0.09% | 62 |
|
|
2024
Q1 | $266K | Hold |
667
| – | – | 0.08% | 64 |
|
|
2023
Q4 | $225K | Buy |
+667
| New | +$225K | 0.08% | 67 |
|
|
2023
Q3 | – | Sell |
-822
| Closed | -$281K | – | 70 |
|
|
2023
Q2 | $281K | Hold |
822
| – | – | 0.1% | 59 |
|
|
2023
Q1 | $210K | Hold |
822
| – | – | 0.07% | 67 |
|
|
2022
Q4 | $218K | Buy |
+822
| New | +$218K | 0.08% | 65 |
|
|
2022
Q2 | – | Sell |
-822
| Closed | -$248K | – | 71 |
|
|
2022
Q1 | $248K | Hold |
822
| – | – | 0.1% | 57 |
|
|
2021
Q4 | $295K | Buy |
822
+548
| +200% | +$197K | 0.13% | 56 |
|
|
2021
Q3 | $272K | Hold |
274
| – | – | 0.13% | 59 |
|
|
2021
Q2 | $252K | Hold |
274
| – | – | 0.12% | 54 |
|
|
2021
Q1 | $202K | Hold |
274
| – | – | 0.1% | 61 |
|
|
2020
Q4 | $224K | Sell |
274
-136
| -33% | -$111K | 0.12% | 59 |
|
|
2020
Q3 | $291K | Hold |
410
| – | – | 0.17% | 49 |
|
|
2020
Q2 | $234K | Hold |
410
| – | – | 0.15% | 60 |
|
|
2020
Q1 | $203K | Sell |
410
-28
| -6% | -$13.9K | 0.13% | 65 |
|
|
2019
Q4 | $259K | Hold |
438
| – | – | 0.09% | 71 |
|
|
2019
Q3 | $236K | Buy |
438
+28
| +7% | +$15.1K | 0.09% | 64 |
|
|
2019
Q2 | $215K | Hold |
410
| – | – | 0.09% | 59 |
|
|
2019
Q1 | $234K | Buy |
+410
| New | +$234K | 0.12% | 49 |
|
|
2014
Q1 | – | Sell |
-91
| Closed | -$35K | – | 126 |
|
|
2013
Q4 | $35K | Hold |
91
| – | – | 0.02% | 124 |
|
|
2013
Q3 | $34K | Hold |
91
| – | – | 0.02% | 128 |
|
|
2013
Q2 | $46K | Buy |
+91
| New | +$46K | 0.03% | 99 |
|