SWM
Sendero Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
2,148
+13
| +0.6% | +$7.06K | 0.15% | 86 |
|
|
2025
Q1 | $1.06M | Sell |
2,135
-1,210
| -36% | -$599K | 0.15% | 85 |
|
|
2024
Q4 | $1.75M | Hold |
3,345
| – | – | 0.26% | 63 |
|
|
2024
Q3 | $1.64M | Hold |
3,345
| – | – | 0.26% | 56 |
|
|
2024
Q2 | $1.49M | Hold |
3,345
| – | – | 0.25% | 57 |
|
|
2024
Q1 | $1.33M | Hold |
3,345
| – | – | 0.23% | 67 |
|
|
2023
Q4 | $1.13M | Hold |
3,345
| – | – | 0.21% | 74 |
|
|
2023
Q3 | $978K | Hold |
3,345
| – | – | 0.21% | 76 |
|
|
2023
Q2 | $1.14M | Buy |
+3,345
| New | +$1.14M | 0.25% | 73 |
|