SSWM
Strait & Sound Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
830
-127
| -13% | -$69K | 0.19% | 94 |
|
|
2025
Q1 | $474K | Buy |
957
+61
| +7% | +$30.2K | 0.22% | 84 |
|
|
2024
Q4 | $468K | Buy |
896
+23
| +3% | +$12K | 0.22% | 85 |
|
|
2024
Q3 | $429K | Sell |
873
-83
| -9% | -$40.8K | 0.21% | 85 |
|
|
2024
Q2 | $425K | Buy |
+956
| New | +$425K | 0.22% | 79 |
|