BCWM
Bartlett & Co Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Hold |
2,769
| – | – | 0.02% | 223 |
|
|
2025
Q1 | $1.37M | Sell |
2,769
-70
| -2% | -$34.7K | 0.02% | 229 |
|
|
2024
Q4 | $1.48M | Sell |
2,839
-80
| -3% | -$41.8K | 0.02% | 219 |
|
|
2024
Q3 | $1.43M | Hold |
2,919
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $1.3M | Sell |
2,919
-87
| -3% | -$38.7K | 0.02% | 229 |
|
|
2024
Q1 | $1.2M | Sell |
3,006
-11
| -0.4% | -$4.39K | 0.02% | 249 |
|
|
2023
Q4 | $1.02M | Sell |
3,017
-152
| -5% | -$51.4K | 0.02% | 271 |
|
|
2023
Q3 | $926K | Sell |
3,169
-129
| -4% | -$37.7K | 0.02% | 268 |
|
|
2023
Q2 | $1.13M | Hold |
3,298
| – | – | 0.02% | 259 |
|
|
2023
Q1 | $843K | Sell |
3,298
-625
| -16% | -$160K | 0.02% | 239 |
|
|
2022
Q4 | $1.04M | Sell |
3,923
-1,828
| -32% | -$485K | 0.02% | 226 |
|
|
2022
Q3 | $1.08M | Hold |
5,751
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $1.15M | Buy |
5,751
+459
| +9% | +$92.1K | 0.02% | 205 |
|
|
2022
Q1 | $1.6M | Hold |
5,292
| – | – | 0.03% | 190 |
|
|
2021
Q4 | $1.9M | Buy |
5,292
+3,528
| +200% | +$1.27M | 0.03% | 185 |
|
|
2021
Q3 | $1.75M | Sell |
1,764
-55
| -3% | -$54.7K | 0.03% | 178 |
|
|
2021
Q2 | $1.67M | Hold |
1,819
| – | – | 0.03% | 184 |
|
|
2021
Q1 | $1.34M | Hold |
1,819
| – | – | 0.03% | 191 |
|
|
2020
Q4 | $1.49M | Sell |
1,819
-535
| -23% | -$438K | 0.03% | 183 |
|
|
2020
Q3 | $1.67M | Hold |
2,354
| – | – | 0.04% | 168 |
|
|
2020
Q2 | $1.34M | Sell |
2,354
-1,116
| -32% | -$636K | 0.04% | 178 |
|
|
2020
Q1 | $1.72M | Sell |
3,470
-89
| -3% | -$44.1K | 0.05% | 163 |
|
|
2019
Q4 | $2.1M | Hold |
3,559
| – | – | 0.05% | 172 |
|
|
2019
Q3 | $1.92M | Buy |
3,559
+3,019
| +559% | +$1.63M | 0.05% | 173 |
|
|
2019
Q2 | $283K | Hold |
540
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $308K | Hold |
540
| – | – | 0.01% | 228 |
|
|
2018
Q4 | $259K | Hold |
540
| – | – | 0.01% | 232 |
|
|
2018
Q3 | $310K | Hold |
540
| – | – | 0.01% | 225 |
|
|
2018
Q2 | $258K | Sell |
540
-51
| -9% | -$24.4K | 0.01% | 234 |
|
|
2018
Q1 | $244K | Buy |
+591
| New | +$244K | 0.01% | 236 |
|