SPWM
Schrum Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
2,069
| – | – | 0.9% | 29 |
|
|
2025
Q1 | $1.02M | Sell |
2,069
-100
| -5% | -$49.5K | 0.9% | 30 |
|
|
2024
Q4 | $1.13M | Sell |
2,169
-569
| -21% | -$297K | 0.96% | 30 |
|
|
2024
Q3 | $1.35M | Buy |
2,738
+169
| +7% | +$83K | 0.7% | 37 |
|
|
2024
Q2 | $1.14M | Hold |
2,569
| – | – | 1.03% | 28 |
|
|
2024
Q1 | $1.03M | Buy |
2,569
+950
| +59% | +$379K | 0.93% | 30 |
|
|
2023
Q4 | $546K | Sell |
1,619
-900
| -36% | -$304K | 0.78% | 36 |
|
|
2023
Q3 | $736K | Hold |
2,519
| – | – | 0.84% | 34 |
|
|
2023
Q2 | $861K | Sell |
2,519
-100
| -4% | -$34.2K | 0.93% | 30 |
|
|
2023
Q1 | $669K | Sell |
2,619
-150
| -5% | -$38.3K | 0.77% | 37 |
|
|
2022
Q4 | $735K | Hold |
2,769
| – | – | 0.87% | 31 |
|
|
2022
Q3 | $518K | Hold |
2,769
| – | – | 0.65% | 44 |
|
|
2022
Q2 | $556K | Hold |
2,769
| – | – | 0.63% | 46 |
|
|
2022
Q1 | $728K | Buy |
2,769
+750
| +37% | +$197K | 0.73% | 41 |
|
|
2021
Q4 | $725K | Buy |
+2,019
| New | +$725K | 0.66% | 43 |
|