WAM
Wolverine Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,665
| Closed | -$825K | – | 1295 |
|
|
2025
Q1 | $825K | Buy |
+1,665
| New | +$825K | 0.01% | 468 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1308 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1321 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1338 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1406 |
|
|
2021
Q1 | – | Sell |
-143
| Closed | -$116K | – | 1871 |
|
|
2020
Q4 | $116K | Sell |
143
-95
| -40% | -$77.1K | ﹤0.01% | 921 |
|
|
2020
Q3 | $168K | Buy |
+238
| New | +$168K | ﹤0.01% | 782 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 929 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1104 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1132 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1148 |
|
|
2015
Q1 | – | Sell |
-629
| Closed | -$332K | – | 1172 |
|
|
2014
Q4 | $332K | Sell |
629
-200
| -24% | -$106K | 0.01% | 596 |
|
|
2014
Q3 | $382K | Buy |
+829
| New | +$382K | 0.01% | 635 |
|
|
2014
Q2 | – | Sell |
-879
| Closed | -$384K | – | 1181 |
|
|
2014
Q1 | $384K | Sell |
879
-6,000
| -87% | -$2.62M | 0.01% | 544 |
|
|
2013
Q4 | $2.64M | Sell |
6,879
-6,600
| -49% | -$2.53M | 0.05% | 235 |
|
|
2013
Q3 | $5.07M | Buy |
13,479
+11,200
| +491% | +$4.21M | 0.11% | 139 |
|
|
2013
Q2 | $1.15M | Buy |
+2,279
| New | +$1.15M | 0.03% | 364 |
|