Apexium Financial’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 | $274K | Buy |
504
+32
| +7% | +$17.4K | 0.01% | 235 |
|
|
2025
Q1 | $234K | Buy |
472
+56
| +13% | +$27.7K | 0.01% | 251 |
|
|
2024
Q4 | $217K | Sell |
416
-23
| -5% | -$12K | 0.01% | 245 |
|
|
2024
Q3 | $216K | Buy |
+439
| New | +$216K | 0.01% | 219 |
|
|
2024
Q1 | – | Sell |
-616
| Closed | -$208K | – | 258 |
|
|
2023
Q4 | $208K | Buy |
+616
| New | +$208K | 0.01% | 256 |
|