WANY
Wealthspire Advisors (New York)’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
2,033
+362
| +22% | +$197K | 0.01% | 370 |
|
|
2025
Q1 | $828K | Buy |
1,671
+26
| +2% | +$12.9K | ﹤0.01% | 426 |
|
|
2024
Q4 | $859K | Buy |
1,645
+366
| +29% | +$191K | 0.01% | 403 |
|
|
2024
Q3 | $628K | Buy |
1,279
+134
| +12% | +$65.8K | 0.01% | 449 |
|
|
2024
Q2 | $509K | Buy |
1,145
+113
| +11% | +$50.3K | 0.01% | 425 |
|
|
2024
Q1 | $412K | Sell |
1,032
-227
| -18% | -$90.6K | 0.01% | 458 |
|
|
2023
Q4 | $425K | Buy |
1,259
+289
| +30% | +$97.5K | 0.01% | 443 |
|
|
2023
Q3 | $284K | Buy |
970
+134
| +16% | +$39.2K | ﹤0.01% | 498 |
|
|
2023
Q2 | $286K | Buy |
+836
| New | +$286K | ﹤0.01% | 465 |
|
|
2023
Q1 | – | Sell |
-1,328
| Closed | -$352K | – | 565 |
|
|
2022
Q4 | $352K | Buy |
+1,328
| New | +$352K | 0.01% | 427 |
|
|
2022
Q1 | – | Sell |
-1,565
| Closed | -$562K | – | 492 |
|
|
2021
Q4 | $562K | Buy |
1,565
+1,009
| +181% | +$362K | 0.01% | 303 |
|
|
2021
Q3 | $553K | Buy |
+556
| New | +$553K | 0.01% | 338 |
|
|
2021
Q2 | – | Sell |
-3,066
| Closed | -$2.27M | – | 518 |
|
|
2021
Q1 | $2.27M | Buy |
3,066
+532
| +21% | +$393K | 0.05% | 164 |
|
|
2020
Q4 | $2.07M | Buy |
2,534
+515
| +26% | +$421K | 0.06% | 136 |
|
|
2020
Q3 | $1.43M | Buy |
2,019
+1,224
| +154% | +$869K | 0.09% | 103 |
|
|
2020
Q2 | $453K | Sell |
795
-634
| -44% | -$361K | 0.03% | 159 |
|
|
2020
Q1 | $708K | Buy |
1,429
+998
| +232% | +$494K | 0.03% | 246 |
|
|
2019
Q4 | $255K | Buy |
+431
| New | +$255K | 0.02% | 170 |
|
|
2019
Q1 | – | Sell |
-86
| Closed | -$41K | – | 415 |
|
|
2018
Q4 | $41K | Buy |
+86
| New | +$41K | ﹤0.01% | 211 |
|