BCM
Blume Capital Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
415
-2
| -0.5% | -$1.09K | 0.05% | 107 |
|
|
2025
Q1 | $207K | Buy |
417
+2
| +0.5% | +$991 | 0.05% | 108 |
|
|
2024
Q4 | $217K | Sell |
415
-8
| -2% | -$4.18K | 0.05% | 104 |
|
|
2024
Q3 | $208K | Buy |
423
+8
| +2% | +$3.93K | 0.05% | 108 |
|
|
2024
Q2 | $185K | Sell |
415
-25
| -6% | -$11.1K | 0.04% | 105 |
|
|
2024
Q1 | $176K | Sell |
440
-19
| -4% | -$7.58K | 0.04% | 105 |
|
|
2023
Q4 | $155K | Hold |
459
| – | – | 0.04% | 110 |
|
|
2023
Q3 | $134K | Hold |
459
| – | – | 0.04% | 118 |
|
|
2023
Q2 | $157K | Hold |
459
| – | – | 0.05% | 97 |
|
|
2023
Q1 | $117K | Hold |
459
| – | – | 0.04% | 117 |
|
|
2022
Q4 | $122K | Hold |
459
| – | – | 0.04% | 116 |
|
|
2022
Q3 | $86K | Hold |
459
| – | – | 0.03% | 125 |
|
|
2022
Q2 | $92K | Hold |
459
| – | – | 0.04% | 127 |
|
|
2022
Q1 | $138K | Hold |
459
| – | – | 0.05% | 101 |
|
|
2021
Q4 | $165K | Buy |
459
+306
| +200% | +$110K | 0.05% | 101 |
|
|
2021
Q3 | $152K | Hold |
153
| – | – | 0.06% | 102 |
|
|
2021
Q2 | $141K | Hold |
153
| – | – | 0.05% | 101 |
|
|
2021
Q1 | $113K | Buy |
153
+123
| +410% | +$90.8K | 0.04% | 110 |
|
|
2020
Q4 | $25K | Hold |
30
| – | – | 0.01% | 149 |
|
|
2020
Q3 | $21K | Hold |
30
| – | – | 0.01% | 151 |
|
|
2020
Q2 | $17K | Hold |
30
| – | – | 0.01% | 154 |
|
|
2020
Q1 | $14K | Hold |
30
| – | – | 0.01% | 162 |
|
|
2019
Q4 | $17K | Hold |
30
| – | – | 0.01% | 167 |
|
|
2019
Q3 | $16K | Hold |
30
| – | – | 0.01% | 168 |
|
|
2019
Q2 | $16K | Hold |
30
| – | – | 0.01% | 161 |
|
|
2019
Q1 | $17K | Hold |
30
| – | – | 0.01% | 166 |
|
|
2018
Q4 | $14K | Hold |
30
| – | – | 0.01% | 178 |
|
|
2018
Q3 | $17K | Hold |
30
| – | – | 0.01% | 152 |
|
|
2018
Q2 | $14K | Hold |
30
| – | – | 0.01% | 157 |
|
|
2018
Q1 | $12K | Hold |
30
| – | – | 0.01% | 170 |
|
|
2017
Q4 | $11K | Buy |
30
+20
| +200% | +$7.33K | 0.01% | 184 |
|
|
2017
Q3 | $10K | Buy |
+10
| New | +$10K | 0.01% | 194 |
|
|
2015
Q4 | – | Sell |
-10
| Closed | -$5K | – | 240 |
|
|
2015
Q3 | $5K | Hold |
10
| – | – | ﹤0.01% | 207 |
|
|
2015
Q2 | $5K | Hold |
10
| – | – | ﹤0.01% | 208 |
|
|
2015
Q1 | $5K | Hold |
10
| – | – | ﹤0.01% | 251 |
|
|
2014
Q4 | $5K | Hold |
10
| – | – | ﹤0.01% | 267 |
|
|
2014
Q3 | $5K | Hold |
10
| – | – | ﹤0.01% | 171 |
|
|
2014
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 193 |
|
|
2014
Q1 | $4K | Hold |
10
| – | – | ﹤0.01% | 215 |
|
|
2013
Q4 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 237 |
|