Abound 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 | $276K | Sell |
508
-2
| -0.4% | -$1.09K | 0.08% | 58 |
|
|
2025
Q1 | $252K | Sell |
510
-12
| -2% | -$5.94K | 0.08% | 58 |
|
|
2024
Q4 | $272K | Buy |
522
+1
| +0.2% | +$522 | 0.09% | 53 |
|
|
2024
Q3 | $256K | Buy |
521
+11
| +2% | +$5.4K | 0.08% | 54 |
|
|
2024
Q2 | $227K | Sell |
510
-2
| -0.4% | -$889 | 0.08% | 55 |
|
|
2024
Q1 | $204K | Buy |
512
+3
| +0.6% | +$1.2K | 0.08% | 60 |
|
|
2023
Q4 | $172K | Buy |
509
+1
| +0.2% | +$337 | 0.07% | 65 |
|
|
2023
Q3 | $148K | Sell |
508
-1
| -0.2% | -$292 | 0.06% | 64 |
|
|
2023
Q2 | $174K | Buy |
509
+18
| +4% | +$6.16K | 0.07% | 59 |
|
|
2023
Q1 | $125K | Buy |
491
+15
| +3% | +$3.83K | 0.06% | 64 |
|
|
2022
Q4 | $126K | Buy |
476
+14
| +3% | +$3.72K | 0.06% | 61 |
|
|
2022
Q3 | $86.6K | Buy |
+462
| New | +$86.6K | 0.05% | 69 |
|