Obermeyer Wealth Partners’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 | $247K | Buy |
455
+18
| +4% | +$9.78K | 0.01% | 245 |
|
|
2025
Q1 | $216K | Buy |
437
+17
| +4% | +$8.42K | 0.01% | 245 |
|
|
2024
Q4 | $219K | Buy |
420
+8
| +2% | +$4.18K | 0.01% | 239 |
|
|
2024
Q3 | $202K | Buy |
+412
| New | +$202K | 0.01% | 250 |
|
|
2013
Q3 | – | Sell |
-990
| Closed | -$56K | – | 169 |
|
|
2013
Q2 | $56K | Buy |
+990
| New | +$56K | 0.02% | 117 |
|