NWAM LLC’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
8,661
+4
| +0% | +$2K | 0.35% | 65 |
|
|
2025
Q1 | $4.29M | Sell |
8,657
-30
| -0.3% | -$14.9K | 0.37% | 58 |
|
|
2024
Q4 | $4.53M | Sell |
8,687
-12
| -0.1% | -$6.26K | 0.28% | 84 |
|
|
2024
Q3 | $4.27M | Sell |
8,699
-17
| -0.2% | -$8.35K | 0.26% | 86 |
|
|
2024
Q2 | $3.88M | Sell |
8,716
-1,257
| -13% | -$559K | 1.14% | 20 |
|
|
2024
Q1 | $3.88M | Buy |
9,973
+3
| +0% | +$1.17K | 0.31% | 72 |
|
|
2023
Q4 | $3.36M | Sell |
9,970
-441
| -4% | -$149K | 0.27% | 88 |
|
|
2023
Q3 | $3.04M | Buy |
10,411
+212
| +2% | +$62K | 0.31% | 75 |
|
|
2023
Q2 | $3.49M | Buy |
10,199
+674
| +7% | +$230K | 0.29% | 88 |
|
|
2023
Q1 | $2.43M | Sell |
9,525
-11,943
| -56% | -$3.05M | 0.25% | 98 |
|
|
2022
Q4 | $5.7M | Sell |
21,468
-553
| -3% | -$147K | 0.5% | 40 |
|
|
2022
Q3 | $4.13M | Buy |
22,021
+13,672
| +164% | +$2.56M | 0.39% | 60 |
|
|
2022
Q2 | $1.73M | Sell |
8,349
-1,193
| -13% | -$247K | 0.16% | 129 |
|
|
2022
Q1 | $2.88M | Sell |
9,542
-1,012
| -10% | -$305K | 0.22% | 102 |
|
|
2021
Q4 | $3.79M | Buy |
10,554
+6,039
| +134% | +$2.17M | 0.3% | 83 |
|
|
2021
Q3 | $1.5M | Buy |
4,515
+3,039
| +206% | +$1.01M | 0.14% | 164 |
|
|
2021
Q2 | $452K | Sell |
1,476
-4,230
| -74% | -$1.3M | 0.04% | 324 |
|
|
2021
Q1 | $1.41M | Sell |
5,706
-2,556
| -31% | -$629K | 0.14% | 158 |
|
|
2020
Q4 | $2.25M | Sell |
8,262
-831
| -9% | -$227K | 0.26% | 99 |
|
|
2020
Q3 | $2.15M | Buy |
9,093
+1,263
| +16% | +$299K | 0.35% | 77 |
|
|
2020
Q2 | $1.49M | Buy |
7,830
+4,170
| +114% | +$792K | 0.21% | 116 |
|
|
2020
Q1 | $604 | Buy |
+3,660
| New | +$604 | 0.02% | 204 |
|