BOPW
Brandywine Oak Private Wealth’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
443
-1
| -0.2% | -$543 | 0.02% | 213 |
|
|
2025
Q1 | $220K | Hold |
444
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $232K | Buy |
444
+1
| +0.2% | +$522 | 0.02% | 210 |
|
|
2024
Q3 | $218K | Buy |
+443
| New | +$218K | 0.02% | 222 |
|
|
2022
Q2 | – | Sell |
-811
| Closed | -$244K | – | 330 |
|
|
2022
Q1 | $244K | Buy |
811
+115
| +17% | +$34.6K | 0.03% | 306 |
|
|
2021
Q4 | $250K | Buy |
696
+402
| +137% | +$144K | 0.03% | 308 |
|
|
2021
Q3 | $292K | Sell |
294
-9
| -3% | -$8.94K | 0.03% | 259 |
|
|
2021
Q2 | $278K | Sell |
303
-2
| -0.7% | -$1.84K | 0.03% | 257 |
|
|
2021
Q1 | $225K | Sell |
305
-9
| -3% | -$6.64K | 0.03% | 256 |
|
|
2020
Q4 | $256K | Sell |
314
-3
| -0.9% | -$2.45K | 0.04% | 226 |
|
|
2020
Q3 | $224K | Buy |
+317
| New | +$224K | 0.04% | 240 |
|
|
2019
Q1 | – | Sell |
-380
| Closed | -$181K | – | 412 |
|
|
2018
Q4 | $181K | Buy |
+380
| New | +$181K | 0.04% | 207 |
|