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SYSTM Wealth Solutions LLC

SEC CIK
0001961893
Latest filing
Nov 14, 2024

ISRG holding history

Intuitive Surgical Inc in every 13F filed by SYSTM Wealth Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISRG overviewAll 13F holders of ISRGFull Q3 2024 holdings

Shares (Q3 2024)
3
Value
$1.47K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2022
Holdings of ISRG by SYSTM Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20243$1.47K<0.1%−10,998−100.0%ReducedHolders
Q2 202411,001$4.89M1.1%+500+4.8%AddedHolders
Q1 202410,501$4.19M0.5%+5,494+109.7%AddedHolders
Q4 20235,007$1.69M0.2%−3,228−39.2%ReducedHolders
Q3 20238,235$2.41M0.4%+743+9.9%AddedHolders
Q2 20237,492$2.56M0.3%+4,030+116.4%AddedHolders
Q1 20233,462$884.4K0.1%+1,482+74.8%AddedHolders
Q4 20221,980$525.4K0.1%–No prior filingHolders