VPP
Vertex Planning Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
917
+21
| +2% | +$11.4K | 0.1% | 107 |
|
|
2025
Q1 | $444K | Buy |
896
+45
| +5% | +$22.3K | 0.1% | 113 |
|
|
2024
Q4 | $444K | Buy |
851
+30
| +4% | +$15.7K | 0.1% | 117 |
|
|
2024
Q3 | $403K | Buy |
821
+2
| +0.2% | +$983 | 0.1% | 108 |
|
|
2024
Q2 | $364K | Buy |
819
+11
| +1% | +$4.89K | 0.09% | 108 |
|
|
2024
Q1 | $322K | Sell |
808
-4
| -0.5% | -$1.6K | 0.09% | 119 |
|
|
2023
Q4 | $274K | Buy |
812
+13
| +2% | +$4.39K | 0.08% | 123 |
|
|
2023
Q3 | $234K | Sell |
799
-2
| -0.2% | -$585 | 0.08% | 122 |
|
|
2023
Q2 | $274K | Buy |
+801
| New | +$274K | 0.09% | 115 |
|
|
2023
Q1 | – | Sell |
-1,114
| Closed | -$296K | – | 135 |
|
|
2022
Q4 | $296K | Buy |
+1,114
| New | +$296K | 0.12% | 107 |
|