Avidian Wealth Enterprises’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 | $549K | Buy |
1,010
+22
| +2% | +$12K | 0.02% | 313 |
|
|
2025
Q1 | $489K | Buy |
988
+87
| +10% | +$43.1K | 0.02% | 314 |
|
|
2024
Q4 | $470K | Buy |
901
+245
| +37% | +$128K | 0.02% | 307 |
|
|
2024
Q3 | $322K | Buy |
656
+43
| +7% | +$21.1K | 0.01% | 384 |
|
|
2024
Q2 | $273K | Buy |
+613
| New | +$273K | 0.01% | 402 |
|
|
2023
Q1 | – | Sell |
-757
| Closed | -$201K | – | 487 |
|
|
2022
Q4 | $201K | Buy |
+757
| New | +$201K | 0.01% | 427 |
|
|
2022
Q2 | – | Sell |
-706
| Closed | -$213K | – | 472 |
|
|
2022
Q1 | $213K | Sell |
706
-134
| -16% | -$40.4K | 0.01% | 446 |
|
|
2021
Q4 | $302K | Buy |
840
+51
| +6% | +$18.3K | 0.02% | 390 |
|
|
2021
Q3 | $261K | Buy |
789
+54
| +7% | +$17.9K | 0.02% | 317 |
|
|
2021
Q2 | $225K | Buy |
+735
| New | +$225K | 0.02% | 344 |
|