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