SAM
Sycomore Asset Management’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.21M | Hold |
18,945
| – | – | 1.43% | 25 |
|
2025
Q1 | $9.21M | Hold |
18,945
| – | – | 1.31% | 29 |
|
2024
Q4 | $9.21M | Buy |
18,945
+4,079
| +27% | +$1.98M | 1.31% | 29 |
|
2024
Q3 | $7.23M | Buy |
14,866
+5,746
| +63% | +$2.79M | 1.2% | 30 |
|
2024
Q2 | $4.04M | Buy |
9,120
+2,027
| +29% | +$897K | 0.71% | 39 |
|
2024
Q1 | $2.78M | Buy |
7,093
+5,295
| +294% | +$2.07M | 0.61% | 42 |
|
2023
Q4 | $607K | Buy |
1,798
+1,382
| +332% | +$467K | 0.13% | 71 |
|
2023
Q3 | $120K | Sell |
416
-5
| -1% | -$1.44K | 0.03% | 70 |
|
2023
Q2 | $140K | Buy |
421
+195
| +86% | +$64.8K | 0.03% | 72 |
|
2023
Q1 | $57K | Sell |
226
-38
| -14% | -$9.58K | 0.02% | 80 |
|
2022
Q4 | $69K | Buy |
264
+71
| +37% | +$18.6K | 0.02% | 92 |
|
2022
Q3 | $36K | Hold |
193
| – | – | 0.01% | 109 |
|
2022
Q2 | $39K | Hold |
193
| – | – | 0.01% | 111 |
|
2022
Q1 | $58K | Sell |
193
-76
| -28% | -$22.8K | 0.01% | 114 |
|
2021
Q4 | $98K | Buy |
+269
| New | +$98K | 0.02% | 106 |
|