SEP
Southland Equity Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
486
+18
| +4% | +$9.78K | 0.06% | 194 |
|
|
2025
Q1 | $232K | Sell |
468
-6
| -1% | -$2.97K | 0.05% | 202 |
|
|
2024
Q4 | $247K | Buy |
474
+10
| +2% | +$5.22K | 0.06% | 188 |
|
|
2024
Q3 | $228K | Hold |
464
| – | – | 0.06% | 205 |
|
|
2024
Q2 | $206K | Buy |
+464
| New | +$206K | 0.06% | 201 |
|