True Wealth Design’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.5K | Buy |
144
+10
| +7% | +$5.45K | 0.03% | 139 |
|
|
2025
Q1 | $66.6K | Buy |
134
+1
| +0.8% | +$497 | 0.03% | 149 |
|
|
2024
Q4 | $69.7K | Buy |
133
+3
| +2% | +$1.57K | 0.03% | 111 |
|
|
2024
Q3 | $63.9K | Hold |
130
| – | – | 0.02% | 99 |
|
|
2024
Q2 | $57.8K | Buy |
130
+1
| +0.8% | +$445 | 0.01% | 158 |
|
|
2024
Q1 | $51.5K | Buy |
129
+2
| +2% | +$798 | 0.01% | 161 |
|
|
2023
Q4 | $42.8K | Buy |
127
+125
| +6,250% | +$42.2K | 0.01% | 163 |
|
|
2023
Q3 | $585 | Hold |
2
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $684 | Hold |
2
| – | – | ﹤0.01% | 374 |
|
|
2023
Q1 | $511 | Hold |
2
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $531 | Buy |
+2
| New | +$531 | ﹤0.01% | 441 |
|