Ashton Thomas Private Wealth’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 | $1.11M | Sell |
2,046
-580
| -22% | -$315K | 0.04% | 388 |
|
|
2025
Q1 | $1.3M | Buy |
2,626
+385
| +17% | +$191K | 0.05% | 327 |
|
|
2024
Q4 | $1.17M | Buy |
2,241
+1,357
| +154% | +$708K | 0.05% | 358 |
|
|
2024
Q3 | $434K | Sell |
884
-20
| -2% | -$9.83K | 0.02% | 453 |
|
|
2024
Q2 | $402K | Sell |
904
-362
| -29% | -$161K | 0.02% | 456 |
|
|
2024
Q1 | $505K | Buy |
1,266
+178
| +16% | +$71K | 0.03% | 415 |
|
|
2023
Q4 | $367K | Buy |
1,088
+1
| +0.1% | +$337 | 0.02% | 466 |
|
|
2023
Q3 | $318K | Buy |
1,087
+69
| +7% | +$20.2K | 0.02% | 467 |
|
|
2023
Q2 | $348K | Buy |
+1,018
| New | +$348K | 0.03% | 459 |
|
|
2022
Q3 | – | Sell |
-1,148
| Closed | -$230K | – | 467 |
|
|
2022
Q2 | $230K | Sell |
1,148
-1,491
| -56% | -$299K | 0.02% | 421 |
|
|
2022
Q1 | $796K | Sell |
2,639
-21
| -0.8% | -$6.34K | 0.07% | 284 |
|
|
2021
Q4 | $956K | Buy |
2,660
+122
| +5% | +$43.8K | 0.09% | 242 |
|
|
2021
Q3 | $841K | Buy |
2,538
+36
| +1% | +$11.9K | 0.12% | 183 |
|
|
2021
Q2 | $767K | Sell |
2,502
-906
| -27% | -$278K | 0.12% | 193 |
|
|
2021
Q1 | $839K | Sell |
3,408
-174
| -5% | -$42.9K | 0.14% | 170 |
|
|
2020
Q4 | $977K | Buy |
3,582
+669
| +23% | +$182K | 0.19% | 148 |
|
|
2020
Q3 | $689K | Buy |
2,913
+1,683
| +137% | +$398K | 0.17% | 142 |
|
|
2020
Q2 | $234K | Buy |
+1,230
| New | +$234K | 0.07% | 212 |
|