Waldron Private Wealth’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 | $418K | Sell |
769
-181
| -19% | -$98.4K | 0.02% | 207 |
|
|
2025
Q1 | $471K | Sell |
950
-2,114
| -69% | -$1.05M | 0.02% | 189 |
|
|
2024
Q4 | $1.6M | Buy |
3,064
+617
| +25% | +$322K | 0.06% | 127 |
|
|
2024
Q3 | $1.2M | Sell |
2,447
-6
| -0.2% | -$2.95K | 0.05% | 149 |
|
|
2024
Q2 | $1.09M | Buy |
2,453
+238
| +11% | +$106K | 0.05% | 151 |
|
|
2024
Q1 | $884K | Buy |
2,215
+109
| +5% | +$43.5K | 0.04% | 178 |
|
|
2023
Q4 | $710K | Sell |
2,106
-235
| -10% | -$79.3K | 0.03% | 192 |
|
|
2023
Q3 | $684K | Sell |
2,341
-69
| -3% | -$20.2K | 0.04% | 187 |
|
|
2023
Q2 | $824K | Buy |
2,410
+350
| +17% | +$120K | 0.04% | 173 |
|
|
2023
Q1 | $526K | Buy |
2,060
+65
| +3% | +$16.6K | 0.03% | 243 |
|
|
2022
Q4 | $373K | Hold |
1,995
| – | – | 0.02% | 274 |
|
|
2022
Q3 | $373K | Buy |
1,995
+191
| +11% | +$35.7K | 0.02% | 274 |
|
|
2022
Q2 | $362K | Buy |
1,804
+80
| +5% | +$16.1K | 0.02% | 276 |
|
|
2022
Q1 | $520K | Buy |
1,724
+176
| +11% | +$53.1K | 0.03% | 253 |
|
|
2021
Q4 | $556K | Buy |
1,548
+96
| +7% | +$34.5K | 0.03% | 245 |
|
|
2021
Q3 | $481K | Buy |
1,452
+426
| +42% | +$141K | 0.03% | 232 |
|
|
2021
Q2 | $314K | Buy |
+1,026
| New | +$314K | 0.02% | 266 |
|
|
2020
Q1 | – | Sell |
-1,116
| Closed | -$219K | – | 267 |
|
|
2019
Q4 | $219K | Buy |
+1,116
| New | +$219K | 0.02% | 248 |
|