Angeles Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-456
| Closed | -$238K | – | 109 |
|
|
2024
Q4 | $238K | Sell |
456
-41
| -8% | -$21.4K | 0.01% | 169 |
|
|
2024
Q3 | $244K | Hold |
497
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $221K | Buy |
+497
| New | +$221K | 0.01% | 189 |
|
|
2022
Q1 | – | Sell |
-4,531
| Closed | -$1.63M | – | 163 |
|
|
2021
Q4 | $1.63M | Buy |
4,531
+31
| +0.7% | +$11.1K | 0.08% | 58 |
|
|
2021
Q3 | $1.49M | Hold |
4,500
| – | – | 0.09% | 62 |
|
|
2021
Q2 | $1.38M | Hold |
4,500
| – | – | 0.09% | 45 |
|
|
2021
Q1 | $1.11M | Hold |
4,500
| – | – | 0.09% | 42 |
|
|
2020
Q4 | $1.23M | Hold |
4,500
| – | – | 0.12% | 31 |
|
|
2020
Q3 | $1.06M | Hold |
4,500
| – | – | 0.13% | 29 |
|
|
2020
Q2 | $855K | Hold |
4,500
| – | – | 0.12% | 35 |
|
|
2020
Q1 | $780K | Sell |
4,500
-33
| -0.7% | -$5.72K | 0.21% | 34 |
|
|
2019
Q4 | $893K | Buy |
+4,533
| New | +$893K | 0.18% | 32 |
|