WBC
West Branch Capital’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
685
| – | – | 0.11% | 60 |
|
|
2025
Q1 | $339K | Buy |
685
+164
| +31% | +$81.2K | 0.11% | 63 |
|
|
2024
Q4 | $272K | Hold |
521
| – | – | 0.09% | 75 |
|
|
2024
Q3 | $256K | Buy |
521
+1
| +0.2% | +$491 | 0.09% | 77 |
|
|
2024
Q2 | $231K | Hold |
520
| – | – | 0.09% | 76 |
|
|
2024
Q1 | $208K | Sell |
520
-11
| -2% | -$4.39K | 0.08% | 82 |
|
|
2023
Q4 | $179K | Buy |
+531
| New | +$179K | 0.08% | 82 |
|
|
2022
Q4 | – | Sell |
-520
| Closed | -$97K | – | 466 |
|
|
2022
Q3 | $97K | Buy |
+520
| New | +$97K | 0.06% | 121 |
|