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