OCM
Orion Capital Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Sell |
9,499
-170
| -2% | -$92.4K | 1.96% | 10 |
|
|
2025
Q1 | $4.79M | Sell |
9,669
-120
| -1% | -$59.4K | 2.02% | 9 |
|
|
2024
Q4 | $5.11M | Sell |
9,789
-40
| -0.4% | -$20.9K | 2.24% | 8 |
|
|
2024
Q3 | $4.83M | Hold |
9,829
| – | – | 2.34% | 9 |
|
|
2024
Q2 | $4.37M | Sell |
9,829
-100
| -1% | -$44.5K | 2.29% | 10 |
|
|
2024
Q1 | $3.96M | Sell |
9,929
-180
| -2% | -$71.8K | 2.1% | 10 |
|
|
2023
Q4 | $3.41M | Sell |
10,109
-450
| -4% | -$152K | 2% | 14 |
|
|
2023
Q3 | $3.09M | Sell |
10,559
-1,100
| -9% | -$322K | 2% | 14 |
|
|
2023
Q2 | $3.99M | Sell |
11,659
-1,139
| -9% | -$389K | 2.62% | 9 |
|
|
2023
Q1 | $3.27M | Sell |
12,798
-65
| -0.5% | -$16.6K | 2.19% | 12 |
|
|
2022
Q4 | $3.41M | Sell |
12,863
-250
| -2% | -$66.3K | 2.5% | 10 |
|
|
2022
Q3 | $2.46M | Hold |
13,113
| – | – | 1.98% | 15 |
|
|
2022
Q2 | $2.63M | Sell |
13,113
-700
| -5% | -$141K | 2.04% | 12 |
|
|
2022
Q1 | $4.17M | Buy |
13,813
+93
| +0.7% | +$28.1K | 2.51% | 10 |
|
|
2021
Q4 | $4.93M | Buy |
13,720
+9,135
| +199% | +$3.28M | 2.8% | 8 |
|
|
2021
Q3 | $4.56M | Sell |
4,585
-75
| -2% | -$74.6K | 2.76% | 6 |
|
|
2021
Q2 | $4.29M | Sell |
4,660
-30
| -0.6% | -$27.6K | 2.67% | 8 |
|
|
2021
Q1 | $3.47M | Sell |
4,690
-10
| -0.2% | -$7.39K | 2.42% | 10 |
|
|
2020
Q4 | $3.85M | Buy |
+4,700
| New | +$3.85M | 2.84% | 7 |
|