1900 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 | $221K | Sell |
407
-68
| -14% | -$37K | 0.02% | 206 |
|
|
2025
Q1 | $235K | Buy |
475
+83
| +21% | +$41.1K | 0.02% | 202 |
|
|
2024
Q4 | $205K | Sell |
392
-20
| -5% | -$10.4K | 0.02% | 219 |
|
|
2024
Q3 | $202K | Buy |
+412
| New | +$202K | 0.02% | 220 |
|
|
2024
Q1 | – | Sell |
-3,577
| Closed | -$1.21M | – | 263 |
|
|
2023
Q4 | $1.21M | Hold |
3,577
| – | – | 0.11% | 124 |
|
|
2023
Q3 | $1.05M | Buy |
3,577
+2,980
| +499% | +$871K | 0.1% | 134 |
|
|
2023
Q2 | $204K | Buy |
+597
| New | +$204K | 0.02% | 234 |
|
|
2022
Q1 | – | Sell |
-597
| Closed | -$214K | – | 250 |
|
|
2021
Q4 | $214K | Buy |
+597
| New | +$214K | 0.02% | 229 |
|