Parcion Private Wealth’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 | $601K | Sell |
1,106
-146
| -12% | -$79.3K | 0.04% | 159 |
|
|
2025
Q1 | $620K | Buy |
1,252
+12
| +1% | +$5.94K | 0.05% | 152 |
|
|
2024
Q4 | $647K | Hold |
1,240
| – | – | 0.05% | 142 |
|
|
2024
Q3 | $609K | Buy |
1,240
+231
| +23% | +$113K | 0.05% | 145 |
|
|
2024
Q2 | $449K | Buy |
1,009
+5
| +0.5% | +$2.22K | 0.04% | 145 |
|
|
2024
Q1 | $401K | Hold |
1,004
| – | – | 0.04% | 151 |
|
|
2023
Q4 | $339K | Hold |
1,004
| – | – | 0.03% | 157 |
|
|
2023
Q3 | $293K | Hold |
1,004
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $343K | Hold |
1,004
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $256K | Hold |
1,004
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $266K | Buy |
+1,004
| New | +$266K | 0.03% | 171 |
|
|
2022
Q3 | – | Sell |
-1,004
| Closed | -$212K | – | 201 |
|
|
2022
Q2 | $212K | Sell |
1,004
-96
| -9% | -$20.3K | 0.02% | 201 |
|
|
2022
Q1 | $334K | Sell |
1,100
-9
| -0.8% | -$2.73K | 0.03% | 163 |
|
|
2021
Q4 | $344K | Sell |
1,109
-2,110
| -66% | -$655K | 0.03% | 158 |
|
|
2021
Q3 | $368K | Buy |
+3,219
| New | +$368K | 0.03% | 162 |
|