VWA
Valued Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Sell |
25
-1
| -4% | -$543 | 0.01% | 187 |
|
|
2025
Q1 | $12.9K | Buy |
26
+1
| +4% | +$495 | 0.01% | 199 |
|
|
2024
Q4 | $13K | Sell |
25
-5
| -17% | -$2.61K | 0.01% | 198 |
|
|
2024
Q3 | $14.7K | Buy |
30
+5
| +20% | +$2.46K | 0.01% | 179 |
|
|
2024
Q2 | $11.1K | Buy |
25
+8
| +47% | +$3.56K | 0.01% | 185 |
|
|
2024
Q1 | $6.79K | Buy |
17
+2
| +13% | +$798 | ﹤0.01% | 227 |
|
|
2023
Q4 | $4.39K | Buy |
+15
| New | +$4.39K | ﹤0.01% | 210 |
|