Intuitive Surgical shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Intuitive Surgical
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Quarterly reported holdings in Intuitive Surgical by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 450 | 447.23 |
| 2025-06-30 | $245k | 450 | 543.41 |
| 2025-03-31 | $230k | 464 | 495.27 |
| 2024-12-31 | $242k | 464 | 521.96 |
| 2024-09-30 | $228k | 464 | 491.27 |
| 2024-06-30 | $206k | 464 | 444.85 |
| 2022-06-30 | $210k | 900 | 233.33 |
More positions owned by Heirloom Wealth Management
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