TVWM
Tower View Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
5,624
-4
| -0.1% | -$2.17K | 1.58% | 29 |
|
|
2025
Q1 | $2.79M | Sell |
5,628
-80
| -1% | -$39.6K | 1.62% | 29 |
|
|
2024
Q4 | $2.98M | Sell |
5,708
-1
| -0% | -$522 | 1.57% | 31 |
|
|
2024
Q3 | $2.8M | Sell |
5,709
-39
| -0.7% | -$19.2K | 1.54% | 31 |
|
|
2024
Q2 | $2.56M | Sell |
5,748
-7
| -0.1% | -$3.11K | 1.47% | 31 |
|
|
2024
Q1 | $2.3M | Sell |
5,755
-447
| -7% | -$178K | 1.34% | 33 |
|
|
2023
Q4 | $2.09M | Buy |
6,202
+4
| +0.1% | +$1.35K | 1.3% | 34 |
|
|
2023
Q3 | $1.81M | Buy |
6,198
+20
| +0.3% | +$5.85K | 1.27% | 34 |
|
|
2023
Q2 | $2.11M | Sell |
6,178
-380
| -6% | -$130K | 1.43% | 34 |
|
|
2023
Q1 | $1.68M | Sell |
6,558
-85
| -1% | -$21.7K | 1.13% | 39 |
|
|
2022
Q4 | $1.76M | Sell |
6,643
-39
| -0.6% | -$10.4K | 1.23% | 38 |
|
|
2022
Q3 | $1.25M | Buy |
6,682
+35
| +0.5% | +$6.56K | 0.95% | 42 |
|
|
2022
Q2 | $1.33M | Buy |
6,647
+6,617
| +22,057% | +$1.33M | 0.98% | 39 |
|
|
2022
Q1 | $9K | Hold |
30
| – | – | ﹤0.01% | 152 |
|
|
2021
Q4 | $11K | Buy |
30
+20
| +200% | +$7.33K | 0.01% | 150 |
|
|
2021
Q3 | $10K | Hold |
10
| – | – | 0.01% | 179 |
|
|
2021
Q2 | $9K | Hold |
10
| – | – | ﹤0.01% | 138 |
|
|
2021
Q1 | $7K | Hold |
10
| – | – | ﹤0.01% | 148 |
|
|
2020
Q4 | $8K | Buy |
+10
| New | +$8K | ﹤0.01% | 140 |
|
|
2020
Q2 | – | Sell |
-3,221
| Closed | -$1.6M | – | 154 |
|
|
2020
Q1 | $1.6M | Buy |
3,221
+133
| +4% | +$65.9K | 1.44% | 32 |
|
|
2019
Q4 | $1.83M | Sell |
3,088
-6
| -0.2% | -$3.55K | 1.38% | 34 |
|
|
2019
Q3 | $1.67M | Buy |
3,094
+73
| +2% | +$39.4K | 1.38% | 32 |
|
|
2019
Q2 | $1.59M | Buy |
3,021
+1,044
| +53% | +$548K | 1.35% | 34 |
|
|
2019
Q1 | $1.13M | Buy |
1,977
+57
| +3% | +$32.5K | 1% | 40 |
|
|
2018
Q4 | $920K | Buy |
+1,920
| New | +$920K | 0.95% | 43 |
|