AXS Investments’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 | $960K | Buy |
1,766
+775
| +78% | +$421K | 0.39% | 94 |
|
2025
Q1 | $491K | Buy |
991
+75
| +8% | +$37.1K | 0.14% | 178 |
|
2024
Q4 | $478K | Sell |
916
-150
| -14% | -$78.3K | 0.13% | 192 |
|
2024
Q3 | $524K | Buy |
1,066
+17
| +2% | +$8.35K | 0.14% | 194 |
|
2024
Q2 | $467K | Sell |
1,049
-399
| -28% | -$177K | 0.13% | 203 |
|
2024
Q1 | $578K | Buy |
1,448
+153
| +12% | +$61.1K | 0.14% | 207 |
|
2023
Q4 | $437K | Sell |
1,295
-152
| -11% | -$51.3K | 0.1% | 239 |
|
2023
Q3 | $423K | Sell |
1,447
-398
| -22% | -$116K | 0.11% | 223 |
|
2023
Q2 | $631K | Sell |
1,845
-4,803
| -72% | -$1.64M | 0.17% | 191 |
|
2023
Q1 | $1.7M | Buy |
6,648
+669
| +11% | +$171K | 0.56% | 37 |
|
2022
Q4 | $1.59M | Sell |
5,979
-1,215
| -17% | -$322K | 0.57% | 40 |
|
2022
Q3 | $1.35M | Buy |
7,194
+675
| +10% | +$126K | 0.52% | 45 |
|
2022
Q2 | $1.31M | Buy |
6,519
+4,439
| +213% | +$891K | 0.46% | 51 |
|
2022
Q1 | $627K | Sell |
2,080
-1,837
| -47% | -$554K | 0.25% | 74 |
|
2021
Q4 | $1.41M | Buy |
+3,917
| New | +$1.41M | 0.33% | 62 |
|
2021
Q3 | – | Sell |
-5,505
| Closed | -$1.69M | – | 162 |
|
2021
Q2 | $1.69M | Buy |
5,505
+1,830
| +50% | +$561K | 0.51% | 53 |
|
2021
Q1 | $905K | Buy |
+3,675
| New | +$905K | 0.32% | 78 |
|