Avantax Planning Partners’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 | $785K | Buy |
1,445
+293
| +25% | +$159K | 0.02% | 212 |
|
|
2025
Q1 | $571K | Buy |
1,152
+101
| +10% | +$50K | 0.02% | 236 |
|
|
2024
Q4 | $549K | Buy |
1,051
+89
| +9% | +$46.5K | 0.02% | 244 |
|
|
2024
Q3 | $473K | Sell |
962
-1,103
| -53% | -$542K | 0.02% | 267 |
|
|
2024
Q2 | $919K | Buy |
2,065
+286
| +16% | +$127K | 0.03% | 216 |
|
|
2024
Q1 | $710K | Buy |
1,779
+292
| +20% | +$117K | 0.02% | 246 |
|
|
2023
Q4 | $502K | Buy |
1,487
+123
| +9% | +$41.5K | 0.02% | 237 |
|
|
2023
Q3 | $399K | Buy |
+1,364
| New | +$399K | 0.02% | 250 |
|
|
2018
Q2 | – | Sell |
-171
| Closed | -$23K | – | 829 |
|
|
2018
Q1 | $23K | Buy |
+171
| New | +$23K | ﹤0.01% | 726 |
|