GAM
Gemmer Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
510
+11
| +2% | +$5.98K | 0.02% | 133 |
|
|
2025
Q1 | $247K | Hold |
499
| – | – | 0.02% | 132 |
|
|
2024
Q4 | $260K | Hold |
499
| – | – | 0.03% | 127 |
|
|
2024
Q3 | $245K | Hold |
499
| – | – | 0.02% | 132 |
|
|
2024
Q2 | $222K | Buy |
+499
| New | +$222K | 0.02% | 131 |
|
|
2022
Q2 | – | Sell |
-161
| Closed | -$48K | – | 600 |
|
|
2022
Q1 | $48K | Sell |
161
-67
| -29% | -$20K | 0.01% | 268 |
|
|
2021
Q4 | $82K | Buy |
228
+152
| +200% | +$54.7K | 0.01% | 199 |
|
|
2021
Q3 | $76K | Sell |
76
-4
| -5% | -$4K | 0.01% | 187 |
|
|
2021
Q2 | $74K | Buy |
80
+2
| +3% | +$1.85K | 0.01% | 212 |
|
|
2021
Q1 | $58K | Buy |
78
+4
| +5% | +$2.97K | 0.01% | 222 |
|
|
2020
Q4 | $61K | Hold |
74
| – | – | 0.01% | 208 |
|
|
2020
Q3 | $53K | Hold |
74
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $42K | Hold |
74
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $37K | Buy |
74
+35
| +90% | +$17.5K | 0.01% | 211 |
|
|
2019
Q4 | $23K | Sell |
39
-50
| -56% | -$29.5K | 0.01% | 363 |
|
|
2019
Q3 | $48K | Buy |
89
+6
| +7% | +$3.24K | 0.01% | 197 |
|
|
2019
Q2 | $44K | Hold |
83
| – | – | 0.01% | 204 |
|
|
2019
Q1 | $47K | Buy |
83
+50
| +152% | +$28.3K | 0.01% | 199 |
|
|
2018
Q4 | $16K | Sell |
33
-15
| -31% | -$7.27K | ﹤0.01% | 436 |
|
|
2018
Q3 | $28K | Hold |
48
| – | – | 0.01% | 291 |
|
|
2018
Q2 | $23K | Hold |
48
| – | – | 0.01% | 346 |
|
|
2018
Q1 | $20K | Hold |
48
| – | – | 0.01% | 402 |
|
|
2017
Q4 | $18K | Buy |
48
+32
| +200% | +$12K | 0.01% | 460 |
|
|
2017
Q3 | $17K | Hold |
16
| – | – | 0.01% | 441 |
|
|
2017
Q2 | $15K | Hold |
16
| – | – | 0.01% | 482 |
|
|
2017
Q1 | $12K | Hold |
16
| – | – | 0.01% | 561 |
|
|
2016
Q4 | $10K | Hold |
16
| – | – | 0.01% | 612 |
|
|
2016
Q3 | $12K | Hold |
16
| – | – | 0.01% | 506 |
|
|
2016
Q2 | $11K | Hold |
16
| – | – | 0.01% | 514 |
|
|
2016
Q1 | $9K | Hold |
16
| – | – | 0.01% | 577 |
|
|
2015
Q4 | $9K | Buy |
16
+4
| +33% | +$2.25K | 0.01% | 588 |
|
|
2015
Q3 | $6K | Sell |
12
-8
| -40% | -$4K | ﹤0.01% | 740 |
|
|
2015
Q2 | $10K | Hold |
20
| – | – | 0.01% | 569 |
|
|
2015
Q1 | $10K | Buy |
20
+8
| +67% | +$4K | 0.01% | 601 |
|
|
2014
Q4 | $6K | Sell |
12
-3
| -20% | -$1.5K | ﹤0.01% | 791 |
|
|
2014
Q3 | $7K | Hold |
15
| – | – | 0.01% | 712 |
|
|
2014
Q2 | $6K | Hold |
15
| – | – | ﹤0.01% | 835 |
|
|
2014
Q1 | $7K | Buy |
+15
| New | +$7K | 0.01% | 744 |
|