1858 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 | $1.96M | Buy |
3,614
+98
| +3% | +$53.3K | 1.45% | 23 |
|
|
2025
Q1 | $1.74M | Sell |
3,516
-16
| -0.5% | -$7.92K | 1.48% | 22 |
|
|
2024
Q4 | $1.84M | Sell |
3,532
-52
| -1% | -$27.1K | 1.46% | 19 |
|
|
2024
Q3 | $1.76M | Sell |
3,584
-488
| -12% | -$240K | 1.45% | 20 |
|
|
2024
Q2 | $1.81M | Buy |
4,072
+792
| +24% | +$352K | 1.5% | 19 |
|
|
2024
Q1 | $1.11M | Hold |
3,280
| – | – | 1.05% | 27 |
|
|
2023
Q4 | $1.11M | Buy |
+3,280
| New | +$1.11M | 1.05% | 27 |
|