Western Financial Corp’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$719K Sell
2025
Q2
$1.63M Sell
2025
Q1
$1.5M Buy
2024
Q4
$1.46M Buy
2024
Q3
$1.26M Buy
2022
Q2
Sell
2022
Q1
$723K Sell
2021
Q4
$1.66M Buy
2021
Q3
$1.32M Sell
2021
Q2
$1.31M Buy
2021
Q1
$1M Buy
2020
Q4
$980K Buy