Brandywine Oak 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
$241K Sell
2025
Q1
$220K Hold
2024
Q4
$232K Buy
2024
Q3
$218K Buy
2022
Q2
Sell
2022
Q1
$244K Buy
2021
Q4
$250K Sell
2021
Q3
$292K Sell
2021
Q2
$278K Sell
2021
Q1
$225K Sell
2020
Q4
$256K Sell
2020
Q3
$224K Buy
2019
Q1
Sell
2018
Q4
$181K Buy