SWS Partners’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
Q3 | – | Sell |
-1,399
| Closed | -$760K | – | 123 |
|
|
2025
Q2 | $760K | Buy |
1,399
+55
| +4% | +$28.8K | 0.21% | 100 |
|
|
2025
Q1 | $666K | Buy |
1,344
+30
| +2% | +$16.6K | 0.22% | 93 |
|
|
2024
Q4 | $686K | Sell |
1,314
-926
| -41% | -$482K | 0.21% | 100 |
|
|
2024
Q3 | $1.1M | Sell |
2,240
-1,142
| -34% | -$532K | 0.35% | 85 |
|
|
2024
Q2 | $1.5M | Buy |
3,382
+41
| +1% | +$16.3K | 0.45% | 80 |
|
|
2024
Q1 | $1.33M | Sell |
3,341
-42
| -1% | -$15.9K | 0.4% | 80 |
|
|
2023
Q4 | $1.14M | Sell |
3,383
-54
| -2% | -$16.1K | 0.37% | 83 |
|
|
2023
Q3 | $1M | Buy |
3,437
+18
| +0.5% | +$5.62K | 0.37% | 85 |
|
|
2023
Q2 | $1.17M | Sell |
3,419
-39
| -1% | -$11.8K | 0.42% | 82 |
|
|
2023
Q1 | $883K | Buy |
+3,458
| New | +$852K | 0.33% | 91 |
|
|
2022
Q4 | – | Sell |
-4,900
| Closed | -$918K | – | 88 |
|
|
2022
Q3 | $918K | Buy |
4,900
+43
| +0.9% | +$9.23K | 0.43% | 82 |
|
|
2022
Q2 | $975K | Buy |
4,857
+16
| +0.3% | +$3.75K | 0.82% | 57 |
|
|
2022
Q1 | $1.46M | Buy |
4,841
+223
| +5% | +$65.1K | 0.96% | 56 |
|
|
2021
Q4 | $1.66M | Sell |
4,618
-2,027
| -31% | -$697K | 0.94% | 63 |
|
|
2021
Q3 | $2.2M | Buy |
6,645
+126
| +2% | +$42.3K | 1.36% | 29 |
|
|
2021
Q2 | $2M | Buy |
6,519
+126
| +2% | +$35.3K | 1.3% | 30 |
|
|
2021
Q1 | $1.57M | Buy |
6,393
+1,749
| +38% | +$440K | 1.08% | 45 |
|
|
2020
Q4 | $1.27M | Buy |
4,644
+489
| +12% | +$121K | 0.56% | 70 |
|
|
2020
Q3 | $983K | Buy |
4,155
+438
| +12% | +$98.3K | 0.49% | 69 |
|
|
2020
Q2 | $849K | Buy |
3,717
+393
| +12% | +$70.4K | 1.08% | 43 |
|
|
2020
Q1 | $549K | Buy |
+3,324
| New | +$609K | 0.39% | 72 |
|
|
2019
Q3 | $619K | Sell |
3,267
-357
| -10% | -$61.7K | 0.37% | 65 |
|
|
2019
Q2 | $648K | Buy |
+3,624
| New | +$621K | 0.41% | 65 |
|
|
2018
Q4 | $454K | Buy |
2,847
+57
| +2% | +$9.66K | 0.34% | 64 |
|
|
2018
Q3 | $534K | Buy |
2,790
+285
| +11% | +$50.6K | 0.34% | 63 |
|
|
2018
Q2 | $400K | Buy |
+2,505
| New | +$382K | 0.28% | 66 |
|
Other funds holding ISRG
