SVWAG
Sound View Wealth Advisors Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
2,773
-123
| -4% | -$66.8K | 0.11% | 151 |
|
|
2025
Q1 | $1.43M | Buy |
2,896
+32
| +1% | +$15.8K | 0.12% | 143 |
|
|
2024
Q4 | $1.49M | Sell |
2,864
-28
| -1% | -$14.6K | 0.12% | 142 |
|
|
2024
Q3 | $1.42M | Buy |
2,892
+92
| +3% | +$45.2K | 0.12% | 151 |
|
|
2024
Q2 | $1.25M | Sell |
2,800
-32
| -1% | -$14.2K | 0.13% | 140 |
|
|
2024
Q1 | $1.13M | Sell |
2,832
-84
| -3% | -$33.5K | 0.12% | 150 |
|
|
2023
Q4 | $984K | Buy |
2,916
+33
| +1% | +$11.1K | 0.11% | 158 |
|
|
2023
Q3 | $843K | Sell |
2,883
-7
| -0.2% | -$2.05K | 0.1% | 162 |
|
|
2023
Q2 | $988K | Buy |
2,890
+25
| +0.9% | +$8.55K | 0.13% | 148 |
|
|
2023
Q1 | $732K | Sell |
2,865
-51
| -2% | -$13K | 0.1% | 179 |
|
|
2022
Q4 | $984K | Buy |
2,916
+477
| +20% | +$161K | 0.11% | 158 |
|
|
2022
Q3 | $457K | Buy |
2,439
+36
| +1% | +$6.75K | 0.1% | 172 |
|
|
2022
Q2 | $482K | Sell |
2,403
-82
| -3% | -$16.4K | 0.1% | 169 |
|
|
2022
Q1 | $750K | Buy |
2,485
+43
| +2% | +$13K | 0.14% | 140 |
|
|
2021
Q4 | $877K | Buy |
2,442
+1,628
| +200% | +$585K | 0.17% | 126 |
|
|
2021
Q3 | $809K | Sell |
814
-34
| -4% | -$33.8K | 0.17% | 135 |
|
|
2021
Q2 | $780K | Hold |
848
| – | – | 0.16% | 129 |
|
|
2021
Q1 | $627K | Sell |
848
-81
| -9% | -$59.9K | 0.15% | 138 |
|
|
2020
Q4 | $760K | Hold |
929
| – | – | 0.19% | 119 |
|
|
2020
Q3 | $659K | Sell |
929
-11
| -1% | -$7.8K | 0.17% | 124 |
|
|
2020
Q2 | $536K | Sell |
940
-102
| -10% | -$58.2K | 0.15% | 127 |
|
|
2020
Q1 | $516K | Buy |
1,042
+12
| +1% | +$5.94K | 0.18% | 119 |
|
|
2019
Q4 | $609K | Buy |
1,030
+15
| +1% | +$8.87K | 0.17% | 126 |
|
|
2019
Q3 | $548K | Sell |
1,015
-20
| -2% | -$10.8K | 0.16% | 131 |
|
|
2019
Q2 | $543K | Buy |
+1,035
| New | +$543K | 0.16% | 136 |
|