TWM
Thrive Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-872
| Closed | -$388K | – | 225 |
|
|
2024
Q2 | $388K | Sell |
872
-25
| -3% | -$11.1K | 0.08% | 140 |
|
|
2024
Q1 | $358K | Buy |
897
+147
| +20% | +$58.7K | 0.07% | 143 |
|
|
2023
Q4 | $253K | Buy |
750
+3
| +0.4% | +$1.01K | 0.06% | 162 |
|
|
2023
Q3 | $218K | Sell |
747
-22
| -3% | -$6.43K | 0.06% | 157 |
|
|
2023
Q2 | $263K | Buy |
+769
| New | +$263K | 0.07% | 146 |
|