WPA
West Paces Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
595
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $295K | Hold |
595
| – | – | 0.07% | 112 |
|
|
2024
Q4 | $311K | Hold |
595
| – | – | 0.08% | 112 |
|
|
2024
Q3 | $292K | Hold |
595
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $265K | Hold |
595
| – | – | 0.07% | 111 |
|
|
2024
Q1 | $237K | Sell |
595
-66
| -10% | -$26.3K | 0.06% | 117 |
|
|
2023
Q4 | $223K | Buy |
661
+25
| +4% | +$8.43K | 0.06% | 115 |
|
|
2023
Q3 | $186K | Hold |
636
| – | – | 0.06% | 121 |
|
|
2023
Q2 | $217K | Hold |
636
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $162K | Buy |
636
+9
| +1% | +$2.3K | 0.05% | 134 |
|
|
2022
Q4 | $166K | Sell |
627
-24
| -4% | -$6.37K | 0.05% | 128 |
|
|
2022
Q3 | $122K | Hold |
651
| – | – | 0.04% | 148 |
|
|
2022
Q2 | $131K | Hold |
651
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $196K | Buy |
651
+264
| +68% | +$79.6K | 0.06% | 127 |
|
|
2021
Q4 | $139K | Buy |
387
+258
| +200% | +$92.7K | 0.04% | 143 |
|
|
2021
Q3 | $128K | Buy |
129
+42
| +48% | +$41.8K | 0.05% | 138 |
|
|
2021
Q2 | $80K | Hold |
87
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $64.3K | Buy |
87
+1
| +1% | +$739 | 0.03% | 169 |
|
|
2020
Q4 | $70.4K | Hold |
86
| – | – | 0.03% | 160 |
|
|
2020
Q3 | $61K | Hold |
86
| – | – | 0.03% | 160 |
|
|
2020
Q2 | $49K | Hold |
86
| – | – | 0.03% | 176 |
|
|
2020
Q1 | $42.6K | Buy |
86
+10
| +13% | +$4.95K | 0.03% | 181 |
|
|
2019
Q4 | $44.9K | Hold |
76
| – | – | 0.02% | 201 |
|
|
2019
Q3 | $41K | Hold |
76
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $39.9K | Hold |
76
| – | – | 0.02% | 190 |
|
|
2019
Q1 | $43.4K | Hold |
76
| – | – | 0.03% | 186 |
|
|
2018
Q4 | $36.4K | Hold |
76
| – | – | 0.03% | 201 |
|
|
2018
Q3 | $43.6K | Hold |
76
| – | – | 0.03% | 190 |
|
|
2018
Q2 | $36.4K | Hold |
76
| – | – | 0.03% | 202 |
|
|
2018
Q1 | $31.4K | Hold |
76
| – | – | 0.02% | 207 |
|
|
2017
Q4 | $27.7K | Buy |
76
+44
| +138% | +$16.1K | 0.02% | 232 |
|
|
2017
Q3 | $33.5K | Hold |
32
| – | – | 0.03% | 213 |
|
|
2017
Q2 | $29.9K | Hold |
32
| – | – | 0.02% | 225 |
|
|
2017
Q1 | $24.5K | Hold |
32
| – | – | 0.02% | 233 |
|
|
2016
Q4 | $20.3K | Buy |
+32
| New | +$20.3K | 0.02% | 257 |
|