WKWM
Walter & Keenan Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
719
+110
| +18% | +$59.8K | 0.11% | 118 |
|
|
2025
Q1 | $302K | Buy |
609
+71
| +13% | +$35.2K | 0.09% | 128 |
|
|
2024
Q4 | $281K | Sell |
538
-9
| -2% | -$4.7K | 0.08% | 129 |
|
|
2024
Q3 | $269K | Buy |
547
+4
| +0.7% | +$1.97K | 0.08% | 135 |
|
|
2024
Q2 | $242K | Hold |
543
| – | – | 0.08% | 137 |
|
|
2024
Q1 | $217K | Buy |
+543
| New | +$217K | 0.07% | 134 |
|
|
2020
Q2 | – | Sell |
-912
| Closed | -$418K | – | 165 |
|
|
2020
Q1 | $418K | Buy |
+912
| New | +$418K | 0.17% | 67 |
|