WLIM
White Lighthouse Investment Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
456
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $226K | Buy |
456
+9
| +2% | +$4.46K | 0.04% | 126 |
|
|
2024
Q4 | $233K | Hold |
447
| – | – | 0.04% | 125 |
|
|
2024
Q3 | $220K | Sell |
447
-40
| -8% | -$19.7K | 0.04% | 126 |
|
|
2024
Q2 | $217K | Buy |
+487
| New | +$217K | 0.04% | 118 |
|