Austin 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 | $391K | Sell |
719
-76
| -10% | -$41.3K | 0.03% | 202 |
|
2025
Q1 | $394K | Buy |
795
+16
| +2% | +$7.92K | 0.04% | 184 |
|
2024
Q4 | $407K | Sell |
779
-485
| -38% | -$253K | 0.04% | 169 |
|
2024
Q3 | $621K | Buy |
1,264
+367
| +41% | +$180K | 0.06% | 113 |
|
2024
Q2 | $399K | Buy |
897
+41
| +5% | +$18.2K | 0.04% | 146 |
|
2024
Q1 | $328K | Buy |
856
+71
| +9% | +$27.2K | 0.04% | 163 |
|
2023
Q4 | $265K | Buy |
+785
| New | +$265K | 0.03% | 168 |
|