TW
Transform Wealth’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.42M | Sell |
6,900
-1,305
| -16% | -$646K | 0.21% | 86 |
|
|
2024
Q4 | $4.28M | Buy |
8,205
+3,199
| +64% | +$1.67M | 0.24% | 85 |
|
|
2024
Q3 | $2.46M | Sell |
5,006
-105
| -2% | -$51.6K | 0.16% | 93 |
|
|
2024
Q2 | $2.27M | Sell |
5,111
-47
| -0.9% | -$20.9K | 0.17% | 92 |
|
|
2024
Q1 | $2.06M | Sell |
5,158
-5,566
| -52% | -$2.22M | 0.2% | 98 |
|
|
2023
Q4 | $3.62M | Sell |
10,724
-1,598
| -13% | -$539K | 0.35% | 85 |
|
|
2023
Q3 | $3.6M | Sell |
12,322
-11,825
| -49% | -$3.46M | 0.38% | 81 |
|
|
2023
Q2 | $8.26M | Buy |
24,147
+183
| +0.8% | +$62.6K | 0.74% | 40 |
|
|
2023
Q1 | $6.12M | Buy |
23,964
+11,877
| +98% | +$3.03M | 0.58% | 63 |
|
|
2022
Q4 | $3.21M | Buy |
+12,087
| New | +$3.21M | 0.36% | 78 |
|
|
2017
Q1 | – | Sell |
-895
| Closed | -$568K | – | 220 |
|
|
2016
Q4 | $568K | Buy |
895
+205
| +30% | +$130K | 0.23% | 141 |
|
|
2016
Q3 | $500K | Sell |
690
-205
| -23% | -$149K | 0.21% | 132 |
|
|
2016
Q2 | $592K | Buy |
+895
| New | +$592K | 0.25% | 125 |
|