BWP
Balboa Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
2,130
+674
| +46% | +$366K | 0.23% | 78 |
|
|
2025
Q1 | $721K | Buy |
1,456
+196
| +16% | +$97K | 0.17% | 100 |
|
|
2024
Q4 | $657K | Sell |
1,260
-775
| -38% | -$404K | 0.15% | 111 |
|
|
2024
Q3 | $1,000K | Sell |
2,035
-2,187
| -52% | -$1.07M | 0.25% | 75 |
|
|
2024
Q2 | $1.88M | Sell |
4,222
-1,141
| -21% | -$508K | 0.5% | 32 |
|
|
2024
Q1 | $2.14M | Buy |
5,363
+526
| +11% | +$210K | 0.63% | 27 |
|
|
2023
Q4 | $1.63M | Sell |
4,837
-782
| -14% | -$264K | 0.54% | 28 |
|
|
2023
Q3 | $1.64M | Buy |
5,619
+180
| +3% | +$52.6K | 0.62% | 28 |
|
|
2023
Q2 | $1.86M | Sell |
5,439
-925
| -15% | -$316K | 0.65% | 24 |
|
|
2023
Q1 | $1.63M | Sell |
6,364
-1,263
| -17% | -$323K | 0.61% | 25 |
|
|
2022
Q4 | $2.02M | Sell |
7,627
-174
| -2% | -$46.2K | 0.91% | 19 |
|
|
2022
Q3 | $1.46M | Buy |
+7,801
| New | +$1.46M | 0.64% | 28 |
|