WMWM
Whitaker-Myers Wealth Managers’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
+1,141
| New | +$620K | 0.16% | 67 |
|
|
2024
Q4 | – | Sell |
-965
| Closed | -$474K | – | 132 |
|
|
2024
Q3 | $474K | Buy |
965
+51
| +6% | +$25.1K | 0.16% | 61 |
|
|
2024
Q2 | $407K | Buy |
914
+54
| +6% | +$24K | 0.15% | 65 |
|
|
2024
Q1 | $343K | Buy |
+860
| New | +$343K | 0.14% | 67 |
|