SWS
SYSTM Wealth Solutions’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.47K | Sell |
3
-10,998
| -100% | -$5.4M | 0.04% | 66 |
|
|
2024
Q2 | $4.89M | Buy |
11,001
+500
| +5% | +$222K | 1.09% | 26 |
|
|
2024
Q1 | $4.19M | Buy |
10,501
+5,494
| +110% | +$2.19M | 0.53% | 45 |
|
|
2023
Q4 | $1.69M | Sell |
5,007
-3,228
| -39% | -$1.09M | 0.23% | 125 |
|
|
2023
Q3 | $2.41M | Buy |
8,235
+743
| +10% | +$217K | 0.37% | 66 |
|
|
2023
Q2 | $2.56M | Buy |
7,492
+4,030
| +116% | +$1.38M | 0.35% | 69 |
|
|
2023
Q1 | $884K | Buy |
3,462
+1,482
| +75% | +$379K | 0.14% | 190 |
|
|
2022
Q4 | $525K | Buy |
+1,980
| New | +$525K | 0.07% | 335 |
|