WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $794K | Hold |
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|
2021
Q1 | $638K | Hold |
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|
2020
Q4 | $706K | Buy |
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|
2020
Q3 | $584K | Buy |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $429K | Buy |
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|
2019
Q4 | $430K | Hold |
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|
2019
Q3 | $393K | Buy |
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|
2019
Q2 | $358K | Buy |
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|
2019
Q1 | $369K | Hold |
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|
2018
Q4 | $309K | Sell |
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|
2018
Q3 | $432K | Sell |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $326K | Sell |
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|
2017
Q4 | $398K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $450K | Buy |
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $2.05M | Buy |
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|
2015
Q1 | $2.05M | Buy |
|
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $696K | Hold |
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|
2014
Q2 | $621K | Buy |
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|
2014
Q1 | $529K | Buy |
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|
2013
Q4 | $437K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $397K | Buy |
|