TCWA
Turtle Creek Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
4,643
+526
| +13% | +$286K | 0.3% | 77 |
|
|
2025
Q1 | $2.04M | Buy |
+4,117
| New | +$2.04M | 0.3% | 79 |
|
|
2024
Q4 | – | Sell |
-1,409
| Closed | -$692K | – | 114 |
|
|
2024
Q3 | $692K | Buy |
1,409
+55
| +4% | +$27K | 0.14% | 84 |
|
|
2024
Q2 | $602K | Buy |
1,354
+118
| +10% | +$52.5K | 0.14% | 84 |
|
|
2024
Q1 | $493K | Buy |
1,236
+12
| +1% | +$4.79K | 0.12% | 92 |
|
|
2023
Q4 | $413K | Buy |
+1,224
| New | +$413K | 0.12% | 102 |
|