WMP
Wealth Management Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,121
+81
| +4% | +$43.3K | 0.4% | 56 |
|
|
2025
Q1 | $1.01M | Sell |
2,040
-19
| -0.9% | -$9.41K | 0.47% | 51 |
|
|
2024
Q4 | $1.07M | Buy |
2,059
+80
| +4% | +$41.8K | 0.46% | 50 |
|
|
2024
Q3 | $972K | Buy |
1,979
+34
| +2% | +$16.7K | 0.45% | 49 |
|
|
2024
Q2 | $865K | Buy |
1,945
+1,371
| +239% | +$610K | 0.42% | 49 |
|
|
2024
Q1 | $229K | Buy |
+574
| New | +$229K | 0.12% | 107 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$216K | – | 102 |
|
|
2022
Q1 | $216K | Hold |
1,000
| – | – | 0.15% | 103 |
|
|
2021
Q4 | $257K | Buy |
1,000
+766
| +327% | +$197K | 0.18% | 94 |
|
|
2021
Q3 | $233K | Sell |
234
-1
| -0.4% | -$996 | 0.17% | 99 |
|
|
2021
Q2 | $216K | Buy |
+235
| New | +$216K | 0.15% | 111 |
|