BP
Broadleaf Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
19,064
-97
| -0.5% | -$52.7K | 2.28% | 17 |
|
|
2025
Q1 | $9.49M | Sell |
19,161
-4,997
| -21% | -$2.47M | 2.48% | 15 |
|
|
2024
Q4 | $12.6M | Sell |
24,158
-286
| -1% | -$149K | 2.95% | 10 |
|
|
2024
Q3 | $12M | Sell |
24,444
-85
| -0.3% | -$41.8K | 2.84% | 11 |
|
|
2024
Q2 | $10.9M | Sell |
24,529
-131
| -0.5% | -$58.3K | 2.64% | 15 |
|
|
2024
Q1 | $9.84M | Sell |
24,660
-182
| -0.7% | -$72.6K | 2.52% | 16 |
|
|
2023
Q4 | $8.38M | Sell |
24,842
-4,712
| -16% | -$1.59M | 2.46% | 16 |
|
|
2023
Q3 | $8.64M | Sell |
29,554
-172
| -0.6% | -$50.3K | 2.88% | 12 |
|
|
2023
Q2 | $10.2M | Sell |
29,726
-73
| -0.2% | -$25K | 3.32% | 4 |
|
|
2023
Q1 | $7.61M | Buy |
29,799
+622
| +2% | +$159K | 2.71% | 12 |
|
|
2022
Q4 | $7.74M | Buy |
29,177
+4,895
| +20% | +$1.3M | 3.05% | 7 |
|
|
2022
Q3 | $4.55M | Sell |
24,282
-40
| -0.2% | -$7.5K | 1.89% | 24 |
|
|
2022
Q2 | $4.88M | Buy |
24,322
+626
| +3% | +$126K | 2.04% | 22 |
|
|
2022
Q1 | $7.15M | Buy |
23,696
+57
| +0.2% | +$17.2K | 2.38% | 18 |
|
|
2021
Q4 | $8.49M | Buy |
23,639
+15,762
| +200% | +$5.66M | 2.61% | 13 |
|
|
2021
Q3 | $7.83M | Buy |
7,877
+331
| +4% | +$329K | 2.59% | 11 |
|
|
2021
Q2 | $6.94M | Sell |
7,546
-277
| -4% | -$255K | 2.41% | 15 |
|
|
2021
Q1 | $5.78M | Buy |
7,823
+298
| +4% | +$220K | 2.18% | 17 |
|
|
2020
Q4 | $6.16M | Sell |
7,525
-27
| -0.4% | -$22.1K | 2.43% | 13 |
|
|
2020
Q3 | $5.36M | Buy |
7,552
+46
| +0.6% | +$32.6K | 2.36% | 17 |
|
|
2020
Q2 | $4.28M | Buy |
7,506
+56
| +0.8% | +$31.9K | 2.1% | 18 |
|
|
2020
Q1 | $3.69M | Buy |
7,450
+1,316
| +21% | +$652K | 2.38% | 16 |
|
|
2019
Q4 | $3.63M | Buy |
+6,134
| New | +$3.63M | 1.99% | 20 |
|