Schrum Private Wealth Management’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
Q2 | $1.12M | Hold |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $736K | Hold |
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|
2023
Q2 | $861K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $735K | Hold |
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|
2022
Q3 | $518K | Hold |
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|
2022
Q2 | $556K | Hold |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $725K | Buy |
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