SWM
SeaCrest Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,080
+61
| +3% | +$33.1K | 0.12% | 156 |
|
|
2025
Q1 | $1,000K | Buy |
2,019
+37
| +2% | +$18.3K | 0.11% | 178 |
|
|
2024
Q4 | $1.03M | Buy |
1,982
+42
| +2% | +$21.9K | 0.11% | 178 |
|
|
2024
Q3 | $953K | Sell |
1,940
-41
| -2% | -$20.1K | 0.1% | 195 |
|
|
2024
Q2 | $881K | Buy |
1,981
+60
| +3% | +$26.7K | 0.1% | 195 |
|
|
2024
Q1 | $767K | Buy |
1,921
+6
| +0.3% | +$2.4K | 0.09% | 222 |
|
|
2023
Q4 | $618K | Sell |
1,915
-44
| -2% | -$14.2K | 0.08% | 266 |
|
|
2023
Q3 | $573K | Buy |
1,959
+8
| +0.4% | +$2.34K | 0.07% | 275 |
|
|
2023
Q2 | $667K | Sell |
1,951
-17
| -0.9% | -$5.81K | 0.08% | 249 |
|
|
2023
Q1 | $503K | Sell |
1,968
-10
| -0.5% | -$2.56K | 0.07% | 322 |
|
|
2022
Q4 | $525K | Buy |
1,978
+22
| +1% | +$5.84K | 0.08% | 308 |
|
|
2022
Q3 | $367K | Sell |
1,956
-73
| -4% | -$13.7K | 0.06% | 384 |
|
|
2022
Q2 | $407K | Buy |
2,029
+24
| +1% | +$4.81K | 0.05% | 381 |
|
|
2022
Q1 | $605K | Sell |
2,005
-30
| -1% | -$9.05K | 0.07% | 299 |
|
|
2021
Q4 | $731K | Buy |
2,035
+1,438
| +241% | +$517K | 0.08% | 247 |
|
|
2021
Q3 | $594K | Buy |
597
+12
| +2% | +$11.9K | 0.07% | 290 |
|
|
2021
Q2 | $538K | Buy |
585
+25
| +4% | +$23K | 0.06% | 320 |
|
|
2021
Q1 | $414K | Sell |
560
-10
| -2% | -$7.39K | 0.05% | 366 |
|
|
2020
Q4 | $466K | Sell |
570
-23
| -4% | -$18.8K | 0.07% | 306 |
|
|
2020
Q3 | $421K | Sell |
593
-11
| -2% | -$7.81K | 0.07% | 290 |
|
|
2020
Q2 | $344K | Buy |
604
+87
| +17% | +$49.6K | 0.06% | 343 |
|
|
2020
Q1 | $256K | Buy |
517
+26
| +5% | +$12.9K | 0.06% | 369 |
|
|
2019
Q4 | $290K | Sell |
491
-54
| -10% | -$31.9K | 0.05% | 409 |
|
|
2019
Q3 | $294K | Sell |
545
-56
| -9% | -$30.2K | 0.06% | 402 |
|
|
2019
Q2 | $315K | Buy |
601
+2
| +0.3% | +$1.05K | 0.06% | 370 |
|
|
2019
Q1 | $342K | Sell |
599
-1
| -0.2% | -$571 | 0.06% | 327 |
|
|
2018
Q4 | $287K | Sell |
600
-24
| -4% | -$11.5K | 0.06% | 343 |
|
|
2018
Q3 | $358K | Buy |
624
+47
| +8% | +$27K | 0.06% | 346 |
|
|
2018
Q2 | $276K | Buy |
577
+2
| +0.3% | +$957 | 0.05% | 392 |
|
|
2018
Q1 | $237K | Buy |
575
+54
| +10% | +$22.3K | 0.04% | 431 |
|
|
2017
Q4 | $190K | Buy |
+521
| New | +$190K | 0.03% | 514 |
|