Annis Gardner Whiting Capital 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
Q2 | $189K | Buy |
347
+122
| +54% | +$66.3K | 0.07% | 215 |
|
|
2025
Q1 | $111K | Buy |
225
+33
| +17% | +$16.3K | 0.05% | 257 |
|
|
2024
Q4 | $100K | Buy |
192
+13
| +7% | +$6.79K | 0.03% | 277 |
|
|
2024
Q3 | $87.9K | Sell |
179
-231
| -56% | -$113K | 0.02% | 305 |
|
|
2024
Q2 | $182K | Buy |
410
+1
| +0.2% | +$445 | 0.05% | 221 |
|
|
2024
Q1 | $163K | Buy |
409
+268
| +190% | +$107K | 0.06% | 214 |
|
|
2023
Q4 | $47.6K | Buy |
141
+1
| +0.7% | +$337 | 0.02% | 307 |
|
|
2023
Q3 | $40.9K | Buy |
+140
| New | +$40.9K | 0.02% | 302 |
|