Bryn Mawr Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
2,228
+381
| +21% | +$207K | 0.07% | 184 |
|
|
2025
Q1 | $915K | Sell |
1,847
-238
| -11% | -$118K | 0.05% | 200 |
|
|
2024
Q4 | $1.09M | Buy |
2,085
+685
| +49% | +$357K | 0.06% | 208 |
|
|
2024
Q3 | $688K | Sell |
1,400
-28
| -2% | -$13.8K | 0.04% | 256 |
|
|
2024
Q2 | $635K | Buy |
1,428
+52
| +4% | +$23.1K | 0.04% | 258 |
|
|
2024
Q1 | $549K | Sell |
1,376
-75
| -5% | -$29.9K | 0.03% | 273 |
|
|
2023
Q4 | $489K | Hold |
1,451
| – | – | 0.03% | 283 |
|
|
2023
Q3 | $424K | Sell |
1,451
-5
| -0.3% | -$1.46K | 0.03% | 286 |
|
|
2023
Q2 | $498K | Buy |
1,456
+16
| +1% | +$5.47K | 0.05% | 209 |
|
|
2023
Q1 | $368K | Hold |
1,440
| – | – | 0.04% | 219 |
|
|
2022
Q4 | $382K | Buy |
+1,440
| New | +$382K | 0.04% | 210 |
|
|
2022
Q3 | – | Sell |
-2,584
| Closed | -$519K | – | 148 |
|
|
2022
Q2 | $519K | Sell |
2,584
-40
| -2% | -$8.03K | 0.17% | 94 |
|
|
2022
Q1 | $792K | Buy |
+2,624
| New | +$792K | 0.22% | 86 |
|