TW
TritonPoint Wealth’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
29,172
-920
| -3% | -$500K | 1.47% | 12 |
|
|
2025
Q1 | $14.9M | Sell |
30,092
-314
| -1% | -$156K | 1.42% | 14 |
|
|
2024
Q4 | $15.9M | Sell |
30,406
-856
| -3% | -$447K | 1.44% | 14 |
|
|
2024
Q3 | $15M | Buy |
31,262
+214
| +0.7% | +$103K | 1.37% | 14 |
|
|
2024
Q2 | $13.8M | Sell |
31,048
-284
| -0.9% | -$126K | 1.33% | 14 |
|
|
2024
Q1 | $10.3M | Sell |
31,332
-2,406
| -7% | -$795K | 1.08% | 23 |
|
|
2023
Q4 | $11.4M | Buy |
+33,738
| New | +$11.4M | 1.11% | 20 |
|