Adell Harriman & Carpenter’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 | $383K | Buy |
705
+60
| +9% | +$32.6K | 0.03% | 139 |
|
|
2025
Q1 | $319K | Sell |
645
-37
| -5% | -$18.3K | 0.02% | 146 |
|
|
2024
Q4 | $356K | Buy |
682
+2
| +0.3% | +$1.05K | 0.02% | 139 |
|
|
2024
Q3 | $334K | Buy |
680
+80
| +13% | +$39.3K | 0.02% | 143 |
|
|
2024
Q2 | $267K | Sell |
600
-50
| -8% | -$22.2K | 0.02% | 148 |
|
|
2024
Q1 | $259K | Buy |
650
+50
| +8% | +$20K | 0.02% | 152 |
|
|
2023
Q4 | $202K | Buy |
+600
| New | +$202K | 0.02% | 159 |
|
|
2022
Q2 | – | Sell |
-682
| Closed | -$206K | – | 153 |
|
|
2022
Q1 | $206K | Buy |
+682
| New | +$206K | 0.02% | 170 |
|