SWM
Segment Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
5,552
+322
| +6% | +$175K | 0.19% | 88 |
|
|
2025
Q1 | $2.59M | Buy |
5,230
+178
| +4% | +$88.2K | 0.18% | 87 |
|
|
2024
Q4 | $2.64M | Sell |
5,052
-45
| -0.9% | -$23.5K | 0.18% | 88 |
|
|
2024
Q3 | $2.5M | Buy |
5,097
+4
| +0.1% | +$1.97K | 0.17% | 89 |
|
|
2024
Q2 | $2.27M | Buy |
5,093
+162
| +3% | +$72.1K | 0.17% | 88 |
|
|
2024
Q1 | $1.97M | Buy |
4,931
+303
| +7% | +$121K | 0.15% | 95 |
|
|
2023
Q4 | $1.56M | Buy |
4,628
+745
| +19% | +$251K | 0.14% | 105 |
|
|
2023
Q3 | $1.13M | Buy |
3,883
+515
| +15% | +$151K | 0.12% | 106 |
|
|
2023
Q2 | $1.15M | Buy |
3,368
+163
| +5% | +$55.7K | 0.12% | 105 |
|
|
2023
Q1 | $819K | Hold |
3,205
| – | – | 0.09% | 116 |
|
|
2022
Q4 | $850K | Buy |
3,205
+11
| +0.3% | +$2.92K | 0.1% | 112 |
|
|
2022
Q3 | $599K | Buy |
3,194
+256
| +9% | +$48K | 0.07% | 124 |
|
|
2022
Q2 | $590K | Sell |
2,938
-642
| -18% | -$129K | 0.07% | 124 |
|
|
2022
Q1 | $1.08M | Buy |
3,580
+237
| +7% | +$71.5K | 0.11% | 111 |
|
|
2021
Q4 | $1.2M | Buy |
3,343
+2,280
| +214% | +$819K | 0.13% | 110 |
|
|
2021
Q3 | $1.06M | Buy |
1,063
+45
| +4% | +$44.7K | 0.13% | 111 |
|
|
2021
Q2 | $936K | Hold |
1,018
| – | – | 0.11% | 122 |
|
|
2021
Q1 | $752K | Buy |
1,018
+111
| +12% | +$82K | 0.1% | 126 |
|
|
2020
Q4 | $742K | Buy |
907
+25
| +3% | +$20.5K | 0.11% | 120 |
|
|
2020
Q3 | $626K | Buy |
882
+395
| +81% | +$280K | 0.1% | 122 |
|
|
2020
Q2 | $278K | Buy |
487
+78
| +19% | +$44.5K | 0.05% | 171 |
|
|
2020
Q1 | $203K | Buy |
409
+60
| +17% | +$29.8K | 0.05% | 181 |
|
|
2019
Q4 | $206K | Buy |
+349
| New | +$206K | 0.03% | 227 |
|