Alaethes Wealth’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 | $2.68M | Buy |
4,926
+57
| +1% | +$31K | 0.8% | 35 |
|
|
2025
Q1 | $2.41M | Buy |
4,869
+50
| +1% | +$24.8K | 0.88% | 35 |
|
|
2024
Q4 | $2.52M | Buy |
4,819
+27
| +0.6% | +$14.1K | 0.9% | 31 |
|
|
2024
Q3 | $2.35M | Sell |
4,792
-657
| -12% | -$323K | 0.87% | 30 |
|
|
2024
Q2 | $2.42M | Buy |
5,449
+41
| +0.8% | +$18.2K | 1% | 26 |
|
|
2024
Q1 | $2.16M | Buy |
5,408
+11
| +0.2% | +$4.39K | 0.94% | 33 |
|
|
2023
Q4 | $1.82M | Sell |
5,397
-23
| -0.4% | -$7.76K | 0.86% | 38 |
|
|
2023
Q3 | $1.58M | Sell |
5,420
-213
| -4% | -$62.3K | 0.87% | 35 |
|
|
2023
Q2 | $1.93M | Sell |
5,633
-22
| -0.4% | -$7.52K | 1.06% | 22 |
|
|
2023
Q1 | $1.44M | Buy |
5,655
+163
| +3% | +$41.6K | 0.85% | 45 |
|
|
2022
Q4 | $1.46M | Buy |
5,492
+35
| +0.6% | +$9.29K | 1% | 30 |
|
|
2022
Q3 | $1.02M | Buy |
5,457
+257
| +5% | +$48.2K | 0.75% | 52 |
|
|
2022
Q2 | $1.04M | Buy |
5,200
+603
| +13% | +$121K | 0.77% | 52 |
|
|
2022
Q1 | $1.39M | Buy |
4,597
+173
| +4% | +$52.2K | 0.88% | 35 |
|
|
2021
Q4 | $1.59M | Buy |
4,424
+113
| +3% | +$40.6K | 1% | 26 |
|
|
2021
Q3 | $1.43M | Sell |
4,311
-36
| -0.8% | -$11.9K | 1.04% | 25 |
|
|
2021
Q2 | $1.33M | Sell |
4,347
-105
| -2% | -$32.2K | 1.03% | 24 |
|
|
2021
Q1 | $1.1M | Buy |
+4,452
| New | +$1.1M | 1.02% | 29 |
|