BWM
Baron Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-686
| Closed | -$340K | – | 255 |
|
|
2025
Q1 | $340K | Sell |
686
-3
| -0.4% | -$1.49K | 0.15% | 107 |
|
|
2024
Q4 | $360K | Buy |
689
+6
| +0.9% | +$3.13K | 0.17% | 103 |
|
|
2024
Q3 | $336K | Buy |
683
+8
| +1% | +$3.93K | 0.16% | 107 |
|
|
2024
Q2 | $300K | Buy |
675
+6
| +0.9% | +$2.67K | 0.16% | 109 |
|
|
2024
Q1 | $267K | Sell |
669
-2
| -0.3% | -$798 | 0.14% | 132 |
|
|
2023
Q4 | $226K | Buy |
+671
| New | +$226K | 0.12% | 148 |
|