BTWM
Baker Tilly Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
1,317
-23
| -2% | -$12.5K | 0.26% | 89 |
|
|
2025
Q1 | $664K | Buy |
1,340
+85
| +7% | +$42.1K | 0.26% | 96 |
|
|
2024
Q4 | $655K | Buy |
1,255
+91
| +8% | +$47.5K | 0.26% | 91 |
|
|
2024
Q3 | $572K | Buy |
1,164
+212
| +22% | +$104K | 0.25% | 101 |
|
|
2024
Q2 | $423K | Sell |
952
-558
| -37% | -$248K | 0.17% | 143 |
|
|
2024
Q1 | $603K | Buy |
1,510
+49
| +3% | +$19.6K | 0.11% | 212 |
|
|
2023
Q4 | $493K | Sell |
1,461
-370
| -20% | -$125K | 0.08% | 281 |
|
|
2023
Q3 | $535K | Sell |
1,831
-3,489
| -66% | -$1.02M | 0.09% | 239 |
|
|
2023
Q2 | $1.82M | Buy |
5,320
+182
| +4% | +$62.2K | 0.19% | 115 |
|
|
2023
Q1 | $1.31M | Buy |
5,138
+374
| +8% | +$95.5K | 0.15% | 153 |
|
|
2022
Q4 | $1.26M | Buy |
4,764
+1,080
| +29% | +$287K | 0.16% | 153 |
|
|
2022
Q3 | $691K | Sell |
3,684
-7,025
| -66% | -$1.32M | 0.09% | 230 |
|
|
2022
Q2 | $2.15M | Buy |
10,709
+107
| +1% | +$21.5K | 0.28% | 76 |
|
|
2022
Q1 | $3.2M | Buy |
10,602
+1,677
| +19% | +$506K | 0.35% | 65 |
|
|
2021
Q4 | $3.21M | Buy |
8,925
+6,399
| +253% | +$2.3M | 0.34% | 60 |
|
|
2021
Q3 | $2.51M | Buy |
2,526
+419
| +20% | +$417K | 0.33% | 58 |
|
|
2021
Q2 | $1.94M | Buy |
2,107
+222
| +12% | +$204K | 0.31% | 74 |
|
|
2021
Q1 | $1.39M | Buy |
1,885
+782
| +71% | +$578K | 0.29% | 86 |
|
|
2020
Q4 | $902K | Buy |
+1,103
| New | +$902K | 0.28% | 90 |
|