Bank of Marin’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
1,956
| – | – | 0.8% | 39 |
|
|
2025
Q1 | $969K | Sell |
1,956
-2
| -0.1% | -$991 | 1.23% | 24 |
|
|
2024
Q4 | $1.02M | Hold |
1,958
| – | – | 0.81% | 37 |
|
|
2024
Q3 | $962K | Hold |
1,958
| – | – | 0.77% | 39 |
|
|
2024
Q2 | $871K | Sell |
1,958
-93
| -5% | -$41.4K | 0.75% | 39 |
|
|
2024
Q1 | $819K | Hold |
2,051
| – | – | 0.72% | 44 |
|
|
2023
Q4 | $692K | Hold |
2,051
| – | – | 0.62% | 53 |
|
|
2023
Q3 | $599K | Sell |
2,051
-72
| -3% | -$21K | 0.58% | 59 |
|
|
2023
Q2 | $726K | Sell |
2,123
-50
| -2% | -$17.1K | 0.68% | 51 |
|
|
2023
Q1 | $555K | Sell |
2,173
-189
| -8% | -$48.3K | 0.53% | 65 |
|
|
2022
Q4 | $627K | Sell |
2,362
-75
| -3% | -$19.9K | 0.59% | 63 |
|
|
2022
Q3 | $457K | Sell |
2,437
-30
| -1% | -$5.63K | 0.45% | 76 |
|
|
2022
Q2 | $495K | Sell |
2,467
-67
| -3% | -$13.4K | 0.44% | 78 |
|
|
2022
Q1 | $764K | Sell |
2,534
-1
| -0% | -$301 | 0.56% | 66 |
|
|
2021
Q4 | $911K | Hold |
2,535
| – | – | 0.61% | 60 |
|
|
2021
Q3 | $840K | Sell |
2,535
-51
| -2% | -$16.9K | 0.61% | 59 |
|
|
2021
Q2 | $793K | Sell |
2,586
-9
| -0.3% | -$2.76K | 0.58% | 63 |
|
|
2021
Q1 | $639K | Hold |
2,595
| – | – | 0.51% | 72 |
|
|
2020
Q4 | $708K | Hold |
2,595
| – | – | 0.6% | 58 |
|
|
2020
Q3 | $614K | Sell |
2,595
-873
| -25% | -$207K | 0.63% | 54 |
|
|
2020
Q2 | $659K | Hold |
3,468
| – | – | 0.75% | 43 |
|
|
2020
Q1 | $572K | Hold |
3,468
| – | – | 0.78% | 44 |
|
|
2019
Q4 | $683K | Buy |
+3,468
| New | +$683K | 0.69% | 45 |
|