TWA
TCI Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
591
-9
| -2% | -$4.89K | 0.02% | 179 |
|
|
2025
Q1 | $297K | Sell |
600
-493
| -45% | -$244K | 0.02% | 171 |
|
|
2024
Q4 | $571K | Buy |
1,093
+9
| +0.8% | +$4.7K | 0.05% | 115 |
|
|
2024
Q3 | $533K | Buy |
1,084
+14
| +1% | +$6.88K | 0.04% | 123 |
|
|
2024
Q2 | $476K | Buy |
1,070
+3
| +0.3% | +$1.34K | 0.04% | 125 |
|
|
2024
Q1 | $426K | Hold |
1,067
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $360K | Sell |
1,067
-20
| -2% | -$6.75K | 0.04% | 142 |
|
|
2023
Q3 | $318K | Buy |
1,087
+124
| +13% | +$36.2K | 0.04% | 149 |
|
|
2023
Q2 | $329K | Buy |
963
+25
| +3% | +$8.55K | 0.04% | 142 |
|
|
2023
Q1 | $240K | Sell |
938
-36
| -4% | -$9.2K | 0.03% | 163 |
|
|
2022
Q4 | $258K | Buy |
974
+134
| +16% | +$35.6K | 0.04% | 150 |
|
|
2022
Q3 | $157K | Sell |
840
-16
| -2% | -$2.99K | 0.03% | 186 |
|
|
2022
Q2 | $172K | Sell |
856
-66
| -7% | -$13.3K | 0.03% | 182 |
|
|
2022
Q1 | $278K | Sell |
922
-9
| -1% | -$2.71K | 0.04% | 144 |
|
|
2021
Q4 | $335K | Buy |
931
+619
| +198% | +$223K | 0.05% | 126 |
|
|
2021
Q3 | $310K | Sell |
312
-11
| -3% | -$10.9K | 0.05% | 130 |
|
|
2021
Q2 | $297K | Buy |
323
+18
| +6% | +$16.6K | 0.05% | 135 |
|
|
2021
Q1 | $225K | Buy |
305
+16
| +6% | +$11.8K | 0.1% | 138 |
|
|
2020
Q4 | $236K | Buy |
289
+1
| +0.3% | +$817 | 0.11% | 130 |
|
|
2020
Q3 | $204K | Hold |
288
| – | – | 0.08% | 141 |
|
|
2020
Q2 | $164K | Sell |
288
-7
| -2% | -$3.99K | 0.07% | 152 |
|
|
2020
Q1 | $146K | Buy |
295
+70
| +31% | +$34.6K | 0.07% | 160 |
|
|
2019
Q4 | $133K | Buy |
225
+19
| +9% | +$11.2K | 0.05% | 213 |
|
|
2019
Q3 | $111K | Hold |
206
| – | – | 0.05% | 194 |
|
|
2019
Q2 | $108K | Sell |
206
-2
| -1% | -$1.05K | 0.05% | 199 |
|
|
2019
Q1 | $119K | Sell |
208
-1
| -0.5% | -$572 | 0.05% | 207 |
|
|
2018
Q4 | $100K | Sell |
209
-1
| -0.5% | -$478 | 0.05% | 212 |
|
|
2018
Q3 | $121K | Hold |
210
| – | – | 0.05% | 205 |
|
|
2018
Q2 | $100K | Hold |
210
| – | – | 0.04% | 219 |
|
|
2018
Q1 | $87K | Hold |
210
| – | – | 0.04% | 243 |
|
|
2017
Q4 | $77K | Buy |
210
+140
| +200% | +$51.3K | 0.03% | 272 |
|
|
2017
Q3 | $73K | Hold |
70
| – | – | 0.04% | 257 |
|
|
2017
Q2 | $65K | Hold |
70
| – | – | 0.03% | 272 |
|
|
2017
Q1 | $54K | Sell |
70
-20
| -22% | -$15.4K | 0.03% | 292 |
|
|
2016
Q4 | $57K | Buy |
90
+20
| +29% | +$12.7K | 0.03% | 311 |
|
|
2016
Q3 | $51K | Hold |
70
| – | – | 0.03% | 301 |
|
|
2016
Q2 | $46K | Hold |
70
| – | – | 0.03% | 307 |
|
|
2016
Q1 | $42K | Sell |
70
-46
| -40% | -$27.6K | 0.02% | 321 |
|
|
2015
Q4 | $63K | Buy |
116
+108
| +1,350% | +$58.7K | 0.04% | 269 |
|
|
2015
Q3 | $4K | Hold |
8
| – | – | ﹤0.01% | 668 |
|
|
2015
Q2 | $4K | Hold |
8
| – | – | ﹤0.01% | 684 |
|
|
2015
Q1 | $4K | Hold |
8
| – | – | ﹤0.01% | 613 |
|
|
2014
Q4 | $4K | Hold |
8
| – | – | ﹤0.01% | 607 |
|
|
2014
Q3 | $4K | Hold |
8
| – | – | ﹤0.01% | 609 |
|
|
2014
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 690 |
|
|
2014
Q1 | $4K | Hold |
8
| – | – | ﹤0.01% | 600 |
|
|
2013
Q4 | $3K | Hold |
8
| – | – | ﹤0.01% | 650 |
|
|
2013
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 575 |
|
|
2013
Q2 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 486 |
|