Avestar Capital’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 | $3.11M | Buy |
5,729
+754
| +15% | +$410K | 0.21% | 73 |
|
|
2025
Q1 | $2.46M | Buy |
4,975
+4
| +0.1% | +$1.98K | 0.21% | 80 |
|
|
2024
Q4 | $2.59M | Buy |
4,971
+296
| +6% | +$155K | 0.22% | 78 |
|
|
2024
Q3 | $2.3M | Buy |
4,675
+170
| +4% | +$83.5K | 0.24% | 70 |
|
|
2024
Q2 | $2M | Buy |
4,505
+711
| +19% | +$316K | 0.21% | 80 |
|
|
2024
Q1 | $1.51M | Buy |
3,794
+458
| +14% | +$183K | 0.16% | 97 |
|
|
2023
Q4 | $1.13M | Buy |
3,336
+303
| +10% | +$102K | 0.13% | 93 |
|
|
2023
Q3 | $887K | Buy |
3,033
+113
| +4% | +$33K | 0.13% | 97 |
|
|
2023
Q2 | $998K | Buy |
2,920
+179
| +7% | +$61.2K | 0.16% | 68 |
|
|
2023
Q1 | $700K | Sell |
2,741
-79
| -3% | -$20.2K | 0.12% | 99 |
|
|
2022
Q4 | $748K | Buy |
2,820
+26
| +0.9% | +$6.9K | 0.14% | 89 |
|
|
2022
Q3 | $524K | Sell |
2,794
-625
| -18% | -$117K | 0.13% | 105 |
|
|
2022
Q2 | $686K | Sell |
3,419
-3
| -0.1% | -$602 | 0.17% | 79 |
|
|
2022
Q1 | $1.03M | Buy |
3,422
+642
| +23% | +$194K | 0.16% | 101 |
|
|
2021
Q4 | $999K | Buy |
2,780
+425
| +18% | +$153K | 0.12% | 112 |
|
|
2021
Q3 | $780K | Buy |
2,355
+540
| +30% | +$179K | 0.1% | 154 |
|
|
2021
Q2 | $556K | Buy |
1,815
+3
| +0.2% | +$919 | 0.07% | 195 |
|
|
2021
Q1 | $525K | Sell |
1,812
-615
| -25% | -$178K | 0.12% | 179 |
|
|
2020
Q4 | $662K | Buy |
2,427
+999
| +70% | +$272K | 0.18% | 107 |
|
|
2020
Q3 | $339K | Sell |
1,428
-1,878
| -57% | -$446K | 0.11% | 147 |
|
|
2020
Q2 | $628K | Buy |
3,306
+570
| +21% | +$108K | 0.28% | 87 |
|
|
2020
Q1 | $452K | Buy |
2,736
+930
| +51% | +$154K | 0.25% | 96 |
|
|
2019
Q4 | $355K | Buy |
1,806
+9
| +0.5% | +$1.77K | 0.2% | 104 |
|
|
2019
Q3 | $323K | Buy |
1,797
+1,692
| +1,611% | +$304K | 0.2% | 95 |
|
|
2019
Q2 | $16K | Hold |
105
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $17K | Hold |
105
| – | – | 0.01% | 393 |
|
|
2018
Q4 | $14K | Buy |
105
+63
| +150% | +$8.4K | 0.01% | 386 |
|
|
2018
Q3 | $6K | Buy |
42
+3
| +8% | +$429 | ﹤0.01% | 528 |
|
|
2018
Q2 | $4K | Buy |
39
+9
| +30% | +$923 | ﹤0.01% | 604 |
|
|
2018
Q1 | $3K | Buy |
30
+12
| +67% | +$1.2K | ﹤0.01% | 598 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 634 |
|