BWP
BSW Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
881
+3
| +0.3% | +$1.63K | 0.07% | 168 |
|
|
2025
Q1 | $435K | Sell |
878
-678
| -44% | -$336K | 0.07% | 172 |
|
|
2024
Q4 | $812K | Buy |
1,556
+90
| +6% | +$47K | 0.12% | 105 |
|
|
2024
Q3 | $720K | Buy |
1,466
+368
| +34% | +$181K | 0.11% | 105 |
|
|
2024
Q2 | $488K | Buy |
1,098
+120
| +12% | +$53.4K | 0.08% | 136 |
|
|
2024
Q1 | $390K | Buy |
978
+249
| +34% | +$99.4K | 0.07% | 172 |
|
|
2023
Q4 | $246K | Buy |
+729
| New | +$246K | 0.05% | 233 |
|
|
2023
Q3 | – | Sell |
-1,028
| Closed | -$352K | – | 267 |
|
|
2023
Q2 | $352K | Sell |
1,028
-10
| -1% | -$3.42K | 0.07% | 159 |
|
|
2023
Q1 | $265K | Sell |
1,038
-217
| -17% | -$55.4K | 0.05% | 240 |
|
|
2022
Q4 | $333K | Sell |
1,255
-323
| -20% | -$85.7K | 0.07% | 195 |
|
|
2022
Q3 | $296K | Buy |
1,578
+314
| +25% | +$58.9K | 0.07% | 187 |
|
|
2022
Q2 | $254K | Sell |
1,264
-46
| -4% | -$9.24K | 0.06% | 215 |
|
|
2022
Q1 | $395K | Buy |
1,310
+56
| +4% | +$16.9K | 0.1% | 161 |
|
|
2021
Q4 | $451K | Buy |
1,254
+861
| +219% | +$310K | 0.11% | 134 |
|
|
2021
Q3 | $391K | Sell |
393
-7
| -2% | -$6.96K | 0.11% | 131 |
|
|
2021
Q2 | $368K | Buy |
400
+106
| +36% | +$97.5K | 0.1% | 142 |
|
|
2021
Q1 | $217K | Buy |
+294
| New | +$217K | 0.06% | 195 |
|