Wealth Management Associates’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
848
| – | – | 0.18% | 105 |
|
|
2025
Q1 | $420K | Sell |
848
-1
| -0.1% | -$495 | 0.18% | 110 |
|
|
2024
Q4 | $443K | Sell |
849
-137
| -14% | -$71.5K | 0.19% | 103 |
|
|
2024
Q3 | $484K | Buy |
986
+56
| +6% | +$27.5K | 0.21% | 93 |
|
|
2024
Q2 | $414K | Hold |
930
| – | – | 0.19% | 100 |
|
|
2024
Q1 | $414K | Sell |
930
-226
| -20% | -$101K | 0.19% | 100 |
|
|
2023
Q4 | $390K | Hold |
1,156
| – | – | 0.21% | 105 |
|
|
2023
Q3 | $338K | Buy |
1,156
+208
| +22% | +$60.8K | 0.2% | 113 |
|
|
2023
Q2 | $324K | Sell |
948
-251
| -21% | -$85.8K | 0.18% | 117 |
|
|
2023
Q1 | $306K | Hold |
1,199
| – | – | 0.19% | 118 |
|
|
2022
Q4 | $318K | Sell |
1,199
-619
| -34% | -$164K | 0.21% | 112 |
|
|
2022
Q3 | $341K | Buy |
+1,818
| New | +$341K | 0.24% | 112 |
|