BWM
BNC Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
11,429
+218
| +2% | +$118K | 1.84% | 16 |
|
|
2025
Q1 | $5.55M | Buy |
11,211
+63
| +0.6% | +$31.2K | 2% | 13 |
|
|
2024
Q4 | $5.82M | Buy |
11,148
+603
| +6% | +$315K | 1.91% | 15 |
|
|
2024
Q3 | $5.18M | Buy |
10,545
+540
| +5% | +$265K | 1.91% | 16 |
|
|
2024
Q2 | $4.45M | Buy |
10,005
+930
| +10% | +$414K | 1.65% | 20 |
|
|
2024
Q1 | $3.62M | Buy |
9,075
+320
| +4% | +$128K | 1.55% | 22 |
|
|
2023
Q4 | $2.95M | Buy |
8,755
+62
| +0.7% | +$20.9K | 1.4% | 25 |
|
|
2023
Q3 | $2.54M | Buy |
8,693
+299
| +4% | +$87.4K | 1.36% | 28 |
|
|
2023
Q2 | $2.87M | Buy |
+8,394
| New | +$2.87M | 1.52% | 21 |
|
|
2022
Q4 | – | Sell |
-17,646
| Closed | -$3.31M | – | 114 |
|
|
2022
Q3 | $3.31M | Buy |
+17,646
| New | +$3.31M | 2% | 12 |
|
|
2022
Q1 | – | Sell |
-4,778
| Closed | -$1.72M | – | 132 |
|
|
2021
Q4 | $1.72M | Buy |
+4,778
| New | +$1.72M | 0.81% | 37 |
|