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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.8K | Sell |
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|
2025
Q1 | $116K | Buy |
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|
2024
Q4 | $97.1K | Buy |
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|
2024
Q3 | $88.4K | Sell |
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|
2024
Q2 | $112K | Buy |
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|
2024
Q1 | $71.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.31K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $267K | Buy |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $258K | Buy |
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