1776 Wealth’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 | $779K | Sell |
1,433
-38
| -3% | -$20.7K | 0.32% | 57 |
|
|
2025
Q1 | $729K | Sell |
1,471
-26
| -2% | -$12.9K | 0.33% | 54 |
|
|
2024
Q4 | $781K | Hold |
1,497
| – | – | 0.36% | 51 |
|
|
2024
Q3 | $735K | Sell |
1,497
-89
| -6% | -$43.7K | 0.33% | 56 |
|
|
2024
Q2 | $706K | Buy |
1,586
+20
| +1% | +$8.9K | 0.32% | 58 |
|
|
2024
Q1 | $625K | Sell |
1,566
-24
| -2% | -$9.58K | 0.3% | 67 |
|
|
2023
Q4 | $536K | Hold |
1,590
| – | – | 0.27% | 71 |
|
|
2023
Q3 | $465K | Hold |
1,590
| – | – | 0.25% | 72 |
|
|
2023
Q2 | $544K | Buy |
+1,590
| New | +$544K | 0.29% | 65 |
|
|
2020
Q3 | – | Sell |
-132
| Closed | -$25K | – | 207 |
|
|
2020
Q2 | $25K | Sell |
132
-162
| -55% | -$30.7K | 0.02% | 236 |
|
|
2020
Q1 | $51K | Buy |
294
+186
| +172% | +$32.3K | 0.02% | 219 |
|
|
2019
Q4 | $21K | Buy |
+108
| New | +$21K | 0.02% | 237 |
|