OIAM
OFI Invest Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.8M | Buy |
107,582
+99,069
| +1,164% | +$45.9M | 1.24% | 20 |
|
|
2025
Q1 | $3.9M | Buy |
8,513
+363
| +4% | +$166K | 0.1% | 103 |
|
|
2024
Q4 | $4.11M | Buy |
+8,150
| New | +$4.11M | 0.1% | 109 |
|
|
2024
Q2 | $3.91M | Buy |
9,409
+7,894
| +521% | +$3.28M | 0.1% | 106 |
|
|
2024
Q1 | $560K | Sell |
1,515
-649
| -30% | -$240K | 0.02% | 149 |
|
|
2023
Q4 | $661K | Buy |
2,164
+2,073
| +2,278% | +$633K | 0.02% | 143 |
|
|
2023
Q3 | $25.1K | Buy |
+91
| New | +$25.1K | ﹤0.01% | 201 |
|
|
2023
Q2 | – | Sell |
-207,186
| Closed | -$811K | – | 129 |
|
|
2023
Q1 | $811K | Buy |
+207,186
| New | +$811K | ﹤0.01% | 126 |
|