BOK Financial Private Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83K | Hold |
180
| – | – | 0.01% | 232 |
|
|
2025
Q4 | $102K | Hold |
180
| – | – | 0.01% | 224 |
|
|
2025
Q3 | $80.5K | Hold |
180
| – | – | 0.01% | 220 |
|
|
2025
Q2 | $97.8K | Sell |
180
-55
| -23% | -$28.8K | 0.01% | 207 |
|
|
2025
Q1 | $116K | Buy |
235
+49
| +26% | +$27.1K | 0.01% | 200 |
|
|
2024
Q4 | $97.1K | Buy |
186
+6
| +3% | +$3.13K | 0.01% | 212 |
|
|
2024
Q3 | $88.4K | Sell |
180
-72
| -29% | -$33.5K | 0.01% | 217 |
|
|
2024
Q2 | $112K | Buy |
252
+72
| +40% | +$28.7K | 0.01% | 201 |
|
|
2024
Q1 | $71.8K | Buy |
+180
| New | +$68K | 0.01% | 228 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$7.31K | – | 528 |
|
|
2023
Q3 | $7.31K | Buy |
+25
| New | +$7.81K | ﹤0.01% | 328 |
|
|
2022
Q2 | – | Sell |
-1,269
| Closed | -$383K | – | 417 |
|
|
2022
Q1 | $383K | Sell |
1,269
-72
| -5% | -$21K | 0.03% | 196 |
|
|
2021
Q4 | $482K | Buy |
1,341
+237
| +21% | +$81.5K | 0.03% | 173 |
|
|
2021
Q3 | $366K | Buy |
1,104
+204
| +23% | +$68.5K | 0.03% | 174 |
|
|
2021
Q2 | $276K | Buy |
+900
| New | +$252K | 0.02% | 185 |
|
|
2021
Q1 | – | Sell |
-1,428
| Closed | -$389K | – | 199 |
|
|
2020
Q4 | $389K | Buy |
1,428
+18
| +1% | +$4.47K | 0.04% | 134 |
|
|
2020
Q3 | $333K | Buy |
1,410
+3
| +0.2% | +$674 | 0.03% | 135 |
|
|
2020
Q2 | $267K | Buy |
1,407
+36
| +3% | +$6.45K | 0.03% | 145 |
|
|
2020
Q1 | $226K | Buy |
1,371
+63
| +5% | +$11.5K | 0.03% | 168 |
|
|
2019
Q4 | $258K | Buy |
+1,308
| New | +$245K | 0.02% | 166 |
|
Other funds holding ISRG
VCM
VPM
