BIM
Baldwin Investment Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
9,857
-119
| -1% | -$64.7K | 0.65% | 18 |
|
|
2025
Q1 | $4.94M | Buy |
9,976
+319
| +3% | +$158K | 0.59% | 21 |
|
|
2024
Q4 | $5.04M | Sell |
9,657
-86
| -0.9% | -$44.9K | 0.66% | 17 |
|
|
2024
Q3 | $4.79M | Buy |
9,743
+158
| +2% | +$77.6K | 0.6% | 22 |
|
|
2024
Q2 | $4.26M | Buy |
9,585
+671
| +8% | +$298K | 0.58% | 22 |
|
|
2024
Q1 | $3.56M | Buy |
8,914
+426
| +5% | +$170K | 0.48% | 31 |
|
|
2023
Q4 | $2.86M | Buy |
8,488
+991
| +13% | +$334K | 0.45% | 35 |
|
|
2023
Q3 | $2.19M | Buy |
7,497
+657
| +10% | +$192K | 0.37% | 42 |
|
|
2023
Q2 | $2.34M | Sell |
6,840
-155
| -2% | -$53K | 0.39% | 42 |
|
|
2023
Q1 | $1.79M | Sell |
6,995
-1,160
| -14% | -$296K | 0.32% | 57 |
|
|
2022
Q4 | $2.16M | Sell |
8,155
-310
| -4% | -$82.3K | 0.39% | 47 |
|
|
2022
Q3 | $1.59K | Sell |
8,465
-488
| -5% | -$91 | 0.32% | 55 |
|
|
2022
Q2 | $1.8K | Buy |
8,953
+5,323
| +147% | +$1.07K | 0.34% | 55 |
|
|
2022
Q1 | $1.1K | Buy |
+3,630
| New | +$1.1K | 0.17% | 97 |
|