SP
SWS Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
1,399
+55
| +4% | +$29.9K | 0.21% | 100 |
|
|
2025
Q1 | $666K | Buy |
1,344
+30
| +2% | +$14.9K | 0.22% | 93 |
|
|
2024
Q4 | $686K | Sell |
1,314
-926
| -41% | -$483K | 0.21% | 100 |
|
|
2024
Q3 | $1.1M | Sell |
2,240
-1,142
| -34% | -$561K | 0.35% | 85 |
|
|
2024
Q2 | $1.5M | Buy |
3,382
+41
| +1% | +$18.2K | 0.45% | 80 |
|
|
2024
Q1 | $1.33M | Sell |
3,341
-42
| -1% | -$16.8K | 0.4% | 80 |
|
|
2023
Q4 | $1.14M | Sell |
3,383
-54
| -2% | -$18.2K | 0.37% | 83 |
|
|
2023
Q3 | $1M | Buy |
3,437
+18
| +0.5% | +$5.26K | 0.37% | 85 |
|
|
2023
Q2 | $1.17M | Sell |
3,419
-39
| -1% | -$13.3K | 0.42% | 82 |
|
|
2023
Q1 | $883K | Buy |
+3,458
| New | +$883K | 0.33% | 91 |
|
|
2022
Q4 | – | Sell |
-4,900
| Closed | -$918K | – | 88 |
|
|
2022
Q3 | $918K | Buy |
4,900
+43
| +0.9% | +$8.06K | 0.43% | 82 |
|
|
2022
Q2 | $975K | Buy |
4,857
+16
| +0.3% | +$3.21K | 0.82% | 57 |
|
|
2022
Q1 | $1.46M | Buy |
4,841
+223
| +5% | +$67.3K | 0.96% | 56 |
|
|
2021
Q4 | $1.66M | Buy |
4,618
+2,403
| +108% | +$863K | 0.94% | 63 |
|
|
2021
Q3 | $2.2M | Buy |
2,215
+42
| +2% | +$41.8K | 1.36% | 29 |
|
|
2021
Q2 | $2M | Buy |
2,173
+42
| +2% | +$38.6K | 1.3% | 30 |
|
|
2021
Q1 | $1.58M | Buy |
2,131
+583
| +38% | +$431K | 1.08% | 45 |
|
|
2020
Q4 | $1.27M | Buy |
1,548
+163
| +12% | +$133K | 0.56% | 70 |
|
|
2020
Q3 | $983K | Buy |
1,385
+146
| +12% | +$104K | 0.49% | 69 |
|
|
2020
Q2 | $849K | Buy |
1,239
+131
| +12% | +$89.8K | 1.08% | 43 |
|
|
2020
Q1 | $549K | Buy |
+1,108
| New | +$549K | 0.39% | 72 |
|
|
2019
Q3 | $619K | Sell |
1,089
-119
| -10% | -$67.6K | 0.37% | 65 |
|
|
2019
Q2 | $648K | Buy |
+1,208
| New | +$648K | 0.41% | 65 |
|
|
2018
Q4 | $454K | Buy |
949
+19
| +2% | +$9.09K | 0.34% | 64 |
|
|
2018
Q3 | $534K | Buy |
930
+95
| +11% | +$54.5K | 0.34% | 63 |
|
|
2018
Q2 | $400K | Buy |
+835
| New | +$400K | 0.28% | 66 |
|