VWA
Visionary Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
1,031
+86
| +9% | +$46.7K | 0.03% | 339 |
|
|
2025
Q1 | $468K | Hold |
945
| – | – | 0.03% | 359 |
|
|
2024
Q4 | $493K | Buy |
945
+42
| +5% | +$21.9K | 0.03% | 355 |
|
|
2024
Q3 | $444K | Sell |
903
-166
| -16% | -$81.6K | 0.03% | 357 |
|
|
2024
Q2 | $476K | Buy |
1,069
+60
| +6% | +$26.7K | 0.03% | 329 |
|
|
2024
Q1 | $403K | Buy |
1,009
+108
| +12% | +$43.1K | 0.03% | 357 |
|
|
2023
Q4 | $304K | Hold |
901
| – | – | 0.02% | 387 |
|
|
2023
Q3 | $263K | Hold |
901
| – | – | 0.02% | 389 |
|
|
2023
Q2 | $308K | Hold |
901
| – | – | 0.02% | 361 |
|
|
2023
Q1 | $230K | Hold |
901
| – | – | 0.02% | 399 |
|
|
2022
Q4 | $239K | Buy |
+901
| New | +$239K | 0.02% | 369 |
|
|
2022
Q2 | – | Sell |
-1,377
| Closed | -$415K | – | 456 |
|
|
2022
Q1 | $415K | Buy |
1,377
+8
| +0.6% | +$2.41K | 0.03% | 279 |
|
|
2021
Q4 | $492K | Buy |
1,369
+1,021
| +293% | +$367K | 0.04% | 234 |
|
|
2021
Q3 | $346K | Hold |
348
| – | – | 0.04% | 229 |
|
|
2021
Q2 | $320K | Sell |
348
-1
| -0.3% | -$920 | 0.03% | 260 |
|
|
2021
Q1 | $258K | Buy |
349
+1
| +0.3% | +$739 | 0.03% | 277 |
|
|
2020
Q4 | $285K | Buy |
348
+4
| +1% | +$3.28K | 0.03% | 241 |
|
|
2020
Q3 | $244K | Buy |
+344
| New | +$244K | 0.03% | 219 |
|