DBRC
D.B. Root & Company’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $554K | Buy |
1,019
+172
| +20% | +$93.5K | 0.16% | 98 |
|
2025
Q1 | $419K | Buy |
847
+67
| +9% | +$33.2K | 0.14% | 112 |
|
2024
Q4 | $407K | Sell |
780
-57
| -7% | -$29.8K | 0.13% | 112 |
|
2024
Q3 | $411K | Sell |
837
-187
| -18% | -$91.9K | 0.14% | 107 |
|
2024
Q2 | $456K | Buy |
1,024
+5
| +0.5% | +$2.22K | 0.16% | 114 |
|
2024
Q1 | $407K | Buy |
1,019
+23
| +2% | +$9.18K | 0.14% | 123 |
|
2023
Q4 | $336K | Sell |
996
-125
| -11% | -$42.2K | 0.12% | 134 |
|
2023
Q3 | $328K | Buy |
1,121
+1
| +0.1% | +$292 | 0.13% | 132 |
|
2023
Q2 | $383K | Sell |
1,120
-343
| -23% | -$117K | 0.14% | 131 |
|
2023
Q1 | $374K | Sell |
1,463
-15
| -1% | -$3.83K | 0.15% | 128 |
|
2022
Q4 | $392K | Sell |
1,478
-90
| -6% | -$23.9K | 0.17% | 119 |
|
2022
Q3 | $293K | Buy |
+1,568
| New | +$293K | 0.13% | 133 |
|