Private Wealth Partners’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 | $791K | Hold |
1,456
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $721K | Buy |
1,456
+8
| +0.6% | +$3.96K | 0.06% | 102 |
|
|
2024
Q4 | $756K | Buy |
1,448
+87
| +6% | +$45.4K | 0.06% | 105 |
|
|
2024
Q3 | $669K | Hold |
1,361
| – | – | 0.05% | 107 |
|
|
2024
Q2 | $605K | Buy |
1,361
+93
| +7% | +$41.4K | 0.04% | 103 |
|
|
2024
Q1 | $506K | Sell |
1,268
-1,650
| -57% | -$658K | 0.04% | 106 |
|
|
2023
Q4 | $984K | Buy |
2,918
+8
| +0.3% | +$2.7K | 0.08% | 87 |
|
|
2023
Q3 | $851K | Hold |
2,910
| – | – | 0.08% | 88 |
|
|
2023
Q2 | $995K | Hold |
2,910
| – | – | 0.09% | 81 |
|
|
2023
Q1 | $743K | Buy |
+2,910
| New | +$743K | 0.07% | 96 |
|
|
2021
Q1 | – | Sell |
-3,051
| Closed | -$832K | – | 86 |
|
|
2020
Q4 | $832K | Hold |
3,051
| – | – | 0.09% | 72 |
|
|
2020
Q3 | $722K | Sell |
3,051
-1,992
| -40% | -$471K | 0.08% | 69 |
|
|
2020
Q2 | $958K | Sell |
5,043
-4,182
| -45% | -$794K | 0.13% | 67 |
|
|
2020
Q1 | $1.52M | Sell |
9,225
-6,726
| -42% | -$1.11M | 0.26% | 55 |
|
|
2019
Q4 | $3.14M | Buy |
15,951
+4,971
| +45% | +$979K | 0.43% | 45 |
|
|
2019
Q3 | $1.98M | Sell |
10,980
-435
| -4% | -$78.3K | 0.31% | 51 |
|
|
2019
Q2 | $2M | Buy |
11,415
+183
| +2% | +$32K | 0.31% | 51 |
|
|
2019
Q1 | $2.14M | Sell |
11,232
-2,475
| -18% | -$471K | 0.35% | 50 |
|
|
2018
Q4 | $2.19M | Buy |
13,707
+624
| +5% | +$99.6K | 0.42% | 43 |
|
|
2018
Q3 | $2.5M | Buy |
13,083
+246
| +2% | +$47.1K | 0.38% | 56 |
|
|
2018
Q2 | $2.05M | Buy |
12,837
+195
| +2% | +$31.1K | 0.34% | 60 |
|
|
2018
Q1 | $1.74M | Buy |
12,642
+8,700
| +221% | +$1.2M | 0.3% | 61 |
|
|
2017
Q4 | $480K | Buy |
+3,942
| New | +$480K | 0.09% | 92 |
|