Angeles Wealth 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 | $2.55M | Buy |
4,689
+436
| +10% | +$237K | 0.17% | 50 |
|
|
2025
Q1 | $2.11M | Buy |
4,253
+56
| +1% | +$27.7K | 0.18% | 53 |
|
|
2024
Q4 | $2.19M | Sell |
4,197
-407
| -9% | -$212K | 0.18% | 49 |
|
|
2024
Q3 | $2.26M | Sell |
4,604
-124
| -3% | -$60.9K | 0.19% | 48 |
|
|
2024
Q2 | $2.1M | Sell |
4,728
-18
| -0.4% | -$8.01K | 0.2% | 47 |
|
|
2024
Q1 | $1.89M | Buy |
4,746
+127
| +3% | +$50.7K | 0.19% | 46 |
|
|
2023
Q4 | $1.56M | Buy |
4,619
+20
| +0.4% | +$6.75K | 0.19% | 47 |
|
|
2023
Q3 | $1.34M | Sell |
4,599
-1
| -0% | -$292 | 0.19% | 46 |
|
|
2023
Q2 | $1.57M | Buy |
4,600
+18
| +0.4% | +$6.16K | 0.21% | 50 |
|
|
2023
Q1 | $1.17M | Sell |
4,582
-331
| -7% | -$84.6K | 0.17% | 58 |
|
|
2022
Q4 | $1.3M | Buy |
4,913
+316
| +7% | +$83.9K | 0.23% | 55 |
|
|
2022
Q3 | $862K | Buy |
4,597
+51
| +1% | +$9.56K | 0.17% | 68 |
|
|
2022
Q2 | $912K | Sell |
4,546
-8
| -0.2% | -$1.61K | 0.18% | 67 |
|
|
2022
Q1 | $1.37M | Buy |
+4,554
| New | +$1.37M | 0.26% | 53 |
|