Umpqua Bank’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
2,818
-4
-0.1% -$2.11K 0.45% 60
2025
Q1
$1.4M Sell
2,822
-65
-2% -$32.2K 0.48% 60
2024
Q4
$1.56M Sell
2,887
-55
-2% -$29.6K 0.54% 57
2024
Q3
$1.45M Sell
2,942
-174
-6% -$85.5K 0.53% 55
2024
Q2
$1.39M Buy
3,116
+112
+4% +$49.8K 0.54% 54
2024
Q1
$1.2M Buy
+3,004
New +$1.2M 0.49% 61