OCM
Osterweis Capital Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+368
| New | +$200K | 0.01% | 138 |
|
|
2025
Q1 | – | Sell |
-40
| Closed | -$20.9K | – | 348 |
|
|
2024
Q4 | $20.9K | Sell |
40
-137
| -77% | -$71.5K | ﹤0.01% | 187 |
|
|
2024
Q3 | $87K | Hold |
177
| – | – | ﹤0.01% | 159 |
|
|
2024
Q2 | $78.7K | Buy |
+177
| New | +$78.7K | ﹤0.01% | 158 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$7K | – | 247 |
|
|
2022
Q3 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 210 |
|