44 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 | $548K | Sell |
1,009
-103
| -9% | -$56K | 0.19% | 133 |
|
|
2025
Q1 | $551K | Buy |
1,112
+42
| +4% | +$20.8K | 0.21% | 126 |
|
|
2024
Q4 | $558K | Buy |
1,070
+6
| +0.6% | +$3.13K | 0.21% | 123 |
|
|
2024
Q3 | $545K | Buy |
+1,064
| New | +$545K | 0.19% | 131 |
|
|
2023
Q2 | – | Sell |
-939
| Closed | -$240K | – | 173 |
|
|
2023
Q1 | $240K | Buy |
939
+10
| +1% | +$2.56K | 0.08% | 157 |
|
|
2022
Q4 | $247K | Buy |
+929
| New | +$247K | 0.09% | 158 |
|
|
2022
Q2 | – | Sell |
-972
| Closed | -$293K | – | 173 |
|
|
2022
Q1 | $293K | Buy |
972
+78
| +9% | +$23.5K | 0.11% | 144 |
|
|
2021
Q4 | $321K | Sell |
894
-117
| -12% | -$42K | 0.11% | 146 |
|
|
2021
Q3 | $335K | Buy |
1,011
+9
| +0.9% | +$2.98K | 0.13% | 129 |
|
|
2021
Q2 | $307K | Sell |
1,002
-90
| -8% | -$27.6K | 0.12% | 137 |
|
|
2021
Q1 | $269K | Buy |
1,092
+18
| +2% | +$4.43K | 0.11% | 139 |
|
|
2020
Q4 | $293K | Buy |
+1,074
| New | +$293K | 0.13% | 122 |
|