Advance Capital 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 | $431K | Sell |
793
-11
| -1% | -$5.98K | 0.02% | 108 |
|
2025
Q1 | $398K | Buy |
804
+11
| +1% | +$5.45K | 0.02% | 106 |
|
2024
Q4 | $414K | Buy |
793
+6
| +0.8% | +$3.13K | 0.02% | 100 |
|
2024
Q3 | $387K | Buy |
787
+18
| +2% | +$8.84K | 0.02% | 103 |
|
2024
Q2 | $342K | Buy |
769
+29
| +4% | +$12.9K | 0.02% | 109 |
|
2024
Q1 | $295K | Buy |
740
+27
| +4% | +$10.8K | 0.02% | 112 |
|
2023
Q4 | $241K | Buy |
713
+27
| +4% | +$9.11K | 0.02% | 118 |
|
2023
Q3 | $201K | Buy |
686
+29
| +4% | +$8.48K | 0.02% | 122 |
|
2023
Q2 | $225K | Buy |
+657
| New | +$225K | 0.03% | 113 |
|