RSWM
Robertson Stephens Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
736
-1,337
| -64% | -$726K | 0.01% | 405 |
|
|
2025
Q1 | $1.03M | Buy |
2,073
+1,209
| +140% | +$599K | 0.04% | 262 |
|
|
2024
Q4 | $451K | Sell |
864
-39
| -4% | -$20.4K | 0.02% | 373 |
|
|
2024
Q3 | $444K | Buy |
903
+57
| +7% | +$28K | 0.02% | 440 |
|
|
2024
Q2 | $376K | Buy |
846
+119
| +16% | +$52.9K | 0.02% | 368 |
|
|
2024
Q1 | $290K | Buy |
727
+11
| +2% | +$4.39K | 0.02% | 427 |
|
|
2023
Q4 | $242K | Buy |
+716
| New | +$242K | 0.01% | 412 |
|
|
2023
Q3 | – | Sell |
-650
| Closed | -$222K | – | 459 |
|
|
2023
Q2 | $222K | Buy |
+650
| New | +$222K | 0.02% | 393 |
|
|
2022
Q2 | – | Sell |
-681
| Closed | -$205K | – | 399 |
|
|
2022
Q1 | $205K | Buy |
+681
| New | +$205K | 0.02% | 368 |
|