BSW Wealth Partners’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 | $715K | Buy |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $435K | Sell |
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|
2024
Q4 | $812K | Buy |
|
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|
2024
Q3 | $720K | Buy |
|
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $368K | Buy |
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|
2021
Q1 | $217K | Buy |
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