Western 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 | $3.12M | Buy |
5,738
+1,424
| +33% | +$774K | 0.19% | 104 |
|
|
2025
Q1 | $2.14M | Buy |
4,314
+810
| +23% | +$401K | 0.14% | 147 |
|
|
2024
Q4 | $1.83M | Sell |
3,504
-1,035
| -23% | -$540K | 0.12% | 162 |
|
|
2024
Q3 | $2.23M | Buy |
4,539
+1,374
| +43% | +$675K | 0.13% | 170 |
|
|
2024
Q2 | $1.41M | Buy |
3,165
+107
| +3% | +$47.6K | 0.1% | 175 |
|
|
2024
Q1 | $1.22M | Sell |
3,058
-565
| -16% | -$225K | 0.09% | 199 |
|
|
2023
Q4 | $1.22M | Buy |
3,623
+103
| +3% | +$34.7K | 0.09% | 237 |
|
|
2023
Q3 | $1.03M | Buy |
3,520
+487
| +16% | +$142K | 0.09% | 243 |
|
|
2023
Q2 | $1.04M | Buy |
3,033
+1,029
| +51% | +$352K | 0.09% | 232 |
|
|
2023
Q1 | $512K | Sell |
2,004
-829
| -29% | -$212K | 0.05% | 363 |
|
|
2022
Q4 | $752K | Sell |
2,833
-1,123
| -28% | -$298K | 0.08% | 274 |
|
|
2022
Q3 | $742K | Buy |
3,956
+141
| +4% | +$26.4K | 0.04% | 384 |
|
|
2022
Q2 | $761K | Sell |
3,815
-704
| -16% | -$140K | 0.04% | 364 |
|
|
2022
Q1 | $1.36M | Buy |
4,519
+2,522
| +126% | +$761K | 0.07% | 273 |
|
|
2021
Q4 | $717K | Buy |
+1,997
| New | +$717K | 0.07% | 261 |
|
|
2021
Q2 | $392K | Buy |
+1,272
| New | +$392K | 0.04% | 420 |
|