Americana Partners’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
$2.1M Buy
3,869
+5
+0.1% +$2.72K 0.07% 193
2025
Q1
$1.91M Buy
3,864
+197
+5% +$97.6K 0.07% 181
2024
Q4
$1.91M Buy
3,667
+223
+6% +$116K 0.08% 181
2024
Q3
$1.69M Buy
3,444
+131
+4% +$64.4K 0.12% 148
2024
Q2
$1.47M Buy
3,313
+37
+1% +$16.5K 0.12% 153
2024
Q1
$1.31M Sell
3,276
-203
-6% -$81K 0.11% 160
2023
Q4
$1.17M Sell
3,479
-5,988
-63% -$2.02M 0.11% 150
2023
Q3
$2.81M Buy
9,467
+1,893
+25% +$562K 0.3% 82
2023
Q2
$2.59M Buy
7,574
+250
+3% +$85.5K 0.33% 81
2023
Q1
$1.87M Buy
7,324
+42
+0.6% +$10.7K 0.3% 90
2022
Q4
$886K Buy
7,282
+3,959
+119% +$482K 0.15% 127
2022
Q3
$622K Sell
3,323
-1,851
-36% -$346K 0.11% 142
2022
Q2
$942K Buy
5,174
+1,501
+41% +$273K 0.17% 116
2022
Q1
$1.14M Buy
3,673
+2,824
+333% +$876K 0.35% 63
2021
Q4
$305K Buy
849
+33
+4% +$11.9K 0.06% 209
2021
Q3
$270K Buy
+816
New +$270K 0.07% 205