TA
TrueWealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
1,138
+59
| +5% | +$32.1K | 0.18% | 99 |
|
|
2025
Q1 | $534K | Buy |
1,079
+42
| +4% | +$20.8K | 0.18% | 103 |
|
|
2024
Q4 | $541K | Buy |
1,037
+221
| +27% | +$115K | 0.18% | 106 |
|
|
2024
Q3 | $401K | Buy |
816
+186
| +30% | +$91.4K | 0.13% | 133 |
|
|
2024
Q2 | $280K | Buy |
+630
| New | +$280K | 0.1% | 173 |
|