EAM
EFG Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
13,447
-1,312
| -9% | -$713K | 1.03% | 10 |
|
|
2025
Q1 | $7.31M | Sell |
14,759
-3,895
| -21% | -$1.93M | 1.21% | 10 |
|
|
2024
Q4 | $9.74M | Sell |
18,654
-1,897
| -9% | -$990K | 1.33% | 8 |
|
|
2024
Q3 | $10.1M | Sell |
20,551
-2,340
| -10% | -$1.15M | 1.69% | 6 |
|
|
2024
Q2 | $10.2M | Sell |
22,891
-1,481
| -6% | -$659K | 1.76% | 6 |
|
|
2024
Q1 | $9.72M | Buy |
24,372
+844
| +4% | +$337K | 1.68% | 7 |
|
|
2023
Q4 | $7.94M | Buy |
23,528
+4,431
| +23% | +$1.49M | 1.51% | 7 |
|
|
2023
Q3 | $5.58M | Sell |
19,097
-1,082
| -5% | -$316K | 1.33% | 11 |
|
|
2023
Q2 | $6.9M | Sell |
20,179
-3,367
| -14% | -$1.15M | 1.48% | 4 |
|
|
2023
Q1 | $6.01M | Sell |
23,546
-4,103
| -15% | -$1.05M | 1.33% | 8 |
|
|
2022
Q4 | $7.4M | Sell |
27,649
-2,346
| -8% | -$628K | 1.66% | 4 |
|
|
2022
Q3 | $5.62M | Sell |
29,995
-2,580
| -8% | -$484K | 1.3% | 17 |
|
|
2022
Q2 | $6.54M | Sell |
32,575
-77
| -0.2% | -$15.5K | 1.38% | 16 |
|
|
2022
Q1 | $9.86M | Sell |
32,652
-866
| -3% | -$261K | 1.48% | 11 |
|
|
2021
Q4 | $12M | Buy |
+33,518
| New | +$12M | 1.57% | 10 |
|