Corient Private Wealth’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167M | Buy |
309,759
+129,854
| +72% | +$70.2M | 0.18% | 109 |
|
|
2025
Q1 | $89.1M | Sell |
179,905
-7,612
| -4% | -$3.77M | 0.15% | 152 |
|
|
2024
Q4 | $97.9M | Sell |
187,517
-8,087
| -4% | -$4.22M | 0.16% | 140 |
|
|
2024
Q3 | $96.1M | Buy |
195,604
+2,680
| +1% | +$1.32M | 0.15% | 144 |
|
|
2024
Q2 | $85.8M | Buy |
192,924
+33,398
| +21% | +$14.9M | 0.15% | 147 |
|
|
2024
Q1 | $63.7M | Buy |
159,526
+26
| +0% | +$10.4K | 0.11% | 187 |
|
|
2023
Q4 | $53.8M | Buy |
159,500
+12,569
| +9% | +$4.24M | 0.1% | 208 |
|
|
2023
Q3 | $43M | Sell |
146,931
-1,348
| -0.9% | -$394K | 0.1% | 221 |
|
|
2023
Q2 | $50.7M | Buy |
148,279
+4,036
| +3% | +$1.38M | 0.12% | 182 |
|
|
2023
Q1 | $36.8M | Buy |
144,243
+65,678
| +84% | +$16.8M | 0.1% | 201 |
|
|
2022
Q4 | $20.9M | Buy |
+78,565
| New | +$20.9M | 0.08% | 259 |
|