Wedmont Private Capital’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 | $3.53M | Buy |
6,690
+258
| +4% | +$136K | 0.15% | 83 |
|
|
2025
Q1 | $3.17M | Buy |
6,432
+330
| +5% | +$163K | 0.16% | 77 |
|
|
2024
Q4 | $3.34M | Buy |
6,102
+431
| +8% | +$236K | 0.18% | 72 |
|
|
2024
Q3 | $2.67M | Buy |
5,671
+912
| +19% | +$430K | 0.15% | 80 |
|
|
2024
Q2 | $2.11M | Buy |
4,759
+365
| +8% | +$162K | 0.13% | 96 |
|
|
2024
Q1 | $1.72M | Buy |
4,394
+365
| +9% | +$143K | 0.13% | 103 |
|
|
2023
Q4 | $1.32M | Buy |
4,029
+1,666
| +71% | +$548K | 0.11% | 124 |
|
|
2023
Q3 | $696K | Buy |
2,363
+287
| +14% | +$84.5K | 0.07% | 191 |
|
|
2023
Q2 | $735K | Buy |
2,076
+253
| +14% | +$89.6K | 0.08% | 174 |
|
|
2023
Q1 | $472K | Sell |
1,823
-969
| -35% | -$251K | 0.06% | 235 |
|
|
2022
Q4 | $755K | Buy |
2,792
+720
| +35% | +$195K | 0.11% | 141 |
|
|
2022
Q3 | $388K | Buy |
+2,072
| New | +$388K | 0.08% | 202 |
|
|
2022
Q2 | – | Sell |
-1,690
| Closed | -$511K | – | 361 |
|
|
2022
Q1 | $511K | Buy |
1,690
+755
| +81% | +$228K | 0.11% | 140 |
|
|
2021
Q4 | $293K | Buy |
+935
| New | +$293K | 0.09% | 176 |
|