Western Pacific Wealth Management’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 | $1.07M | Hold |
1,960
| – | – | 1.02% | 14 |
|
|
2025
Q1 | $971K | Hold |
1,960
| – | – | 0.88% | 15 |
|
|
2024
Q4 | $1.02M | Sell |
1,960
-270
| -12% | -$141K | 0.83% | 15 |
|
|
2024
Q3 | $1.1M | Hold |
2,230
| – | – | 0.73% | 15 |
|
|
2024
Q2 | $992K | Sell |
2,230
-102
| -4% | -$45.4K | 0.75% | 15 |
|
|
2024
Q1 | $931K | Sell |
2,332
-22
| -0.9% | -$8.78K | 0.68% | 15 |
|
|
2023
Q4 | $794K | Buy |
2,354
+193
| +9% | +$65.1K | 0.58% | 15 |
|
|
2023
Q3 | $632K | Buy |
2,161
+104
| +5% | +$30.4K | 0.52% | 15 |
|
|
2023
Q2 | $703K | Buy |
2,057
+65
| +3% | +$22.2K | 0.53% | 16 |
|
|
2023
Q1 | $509K | Buy |
1,992
+78
| +4% | +$19.9K | 0.39% | 16 |
|
|
2022
Q4 | $508K | Buy |
1,914
+114
| +6% | +$30.3K | 0.42% | 14 |
|
|
2022
Q3 | $337K | Hold |
1,800
| – | – | 0.33% | 19 |
|
|
2022
Q2 | $361K | Hold |
1,800
| – | – | 0.35% | 20 |
|
|
2022
Q1 | $543K | Hold |
1,800
| – | – | 0.4% | 21 |
|
|
2021
Q4 | $646K | Buy |
+1,800
| New | +$646K | 0.42% | 18 |
|