SWM
Sugarloaf Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $314K | Buy |
602
+34
| +6% | +$17.7K | 0.06% | 123 |
|
|
2024
Q3 | $279K | Buy |
568
+34
| +6% | +$16.7K | 0.05% | 126 |
|
|
2024
Q2 | $238K | Hold |
534
| – | – | 0.05% | 127 |
|
|
2024
Q1 | $213K | Buy |
534
+29
| +6% | +$11.6K | 0.04% | 140 |
|
|
2023
Q4 | $170K | Buy |
505
+17
| +3% | +$5.74K | 0.04% | 165 |
|
|
2023
Q3 | $143K | Buy |
488
+61
| +14% | +$17.8K | 0.04% | 176 |
|
|
2023
Q2 | $146K | Buy |
427
+1
| +0.2% | +$342 | 0.03% | 172 |
|
|
2023
Q1 | $109K | Buy |
426
+62
| +17% | +$15.8K | 0.03% | 194 |
|
|
2022
Q4 | $96.6K | Sell |
364
-39
| -10% | -$10.4K | 0.02% | 196 |
|
|
2022
Q3 | $76K | Sell |
403
-68
| -14% | -$12.8K | 0.02% | 233 |
|
|
2022
Q2 | $94K | Buy |
471
+172
| +58% | +$34.3K | 0.02% | 193 |
|
|
2022
Q1 | $90K | Buy |
299
+55
| +23% | +$16.6K | 0.02% | 200 |
|
|
2021
Q4 | $88K | Buy |
244
+198
| +430% | +$71.4K | 0.02% | 212 |
|
|
2021
Q3 | $46K | Buy |
46
+14
| +44% | +$14K | 0.01% | 277 |
|
|
2021
Q2 | $29K | Buy |
32
+8
| +33% | +$7.25K | 0.01% | 354 |
|
|
2021
Q1 | $18 | Hold |
24
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $20K | Hold |
24
| – | – | 0.01% | 379 |
|
|
2020
Q3 | $17K | Hold |
24
| – | – | 0.01% | 382 |
|
|
2020
Q2 | $14K | Hold |
24
| – | – | 0.01% | 405 |
|
|
2020
Q1 | $12K | Hold |
24
| – | – | 0.01% | 408 |
|
|
2019
Q4 | $14K | Buy |
+24
| New | +$14K | 0.01% | 426 |
|