SWM
Spire Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Sell |
21,902
-2,007
| -8% | -$750K | 0.29% | 70 |
|
|
2025
Q1 | $11.8M | Buy |
23,909
+2,187
| +10% | +$1.08M | 0.38% | 54 |
|
|
2024
Q4 | $11.3M | Buy |
21,722
+3,404
| +19% | +$1.78M | 0.35% | 61 |
|
|
2024
Q3 | $9M | Buy |
18,318
+14,006
| +325% | +$6.88M | 0.3% | 73 |
|
|
2024
Q2 | $1.92M | Sell |
4,312
-1,031
| -19% | -$459K | 0.07% | 239 |
|
|
2024
Q1 | $2.13M | Buy |
5,343
+41
| +0.8% | +$16.4K | 0.04% | 243 |
|
|
2023
Q4 | $1.99M | Buy |
+5,302
| New | +$1.99M | 0.07% | 242 |
|
|
2023
Q3 | – | Sell |
-4,914
| Closed | -$1.68M | – | 2415 |
|
|
2023
Q2 | $1.68M | Sell |
4,914
-419
| -8% | -$143K | 0.06% | 260 |
|
|
2023
Q1 | $1.36M | Sell |
5,333
-265
| -5% | -$67.7K | 0.05% | 288 |
|
|
2022
Q4 | $1.49M | Sell |
5,598
-381
| -6% | -$101K | 0.08% | 194 |
|
|
2022
Q3 | $1.12M | Sell |
5,979
-1,777
| -23% | -$333K | 0.07% | 196 |
|
|
2022
Q2 | $1.56M | Sell |
7,756
-47,969
| -86% | -$9.63M | 0.06% | 243 |
|
|
2022
Q1 | $16.8M | Buy |
55,725
+313
| +0.6% | +$94.5K | 0.45% | 49 |
|
|
2021
Q4 | $20M | Buy |
55,412
+36,790
| +198% | +$13.3M | 0.44% | 51 |
|
|
2021
Q3 | $18.5M | Buy |
+18,622
| New | +$18.5M | 0.49% | 46 |
|