Parcion Private Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $476K | Sell |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $647K | Hold |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $368K | Buy |
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