Baron Silver Stevens Financial Advisors’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 | $243K | Buy |
+448
| New | +$243K | 0.04% | 121 |
|
|
2023
Q4 | – | Sell |
-1,032
| Closed | -$302K | – | 111 |
|
|
2023
Q3 | $302K | Buy |
1,032
+51
| +5% | +$14.9K | 0.07% | 79 |
|
|
2023
Q2 | $335K | Hold |
981
| – | – | 0.07% | 76 |
|
|
2023
Q1 | $251K | Buy |
981
+72
| +8% | +$18.4K | 0.07% | 89 |
|
|
2022
Q4 | $241K | Buy |
+909
| New | +$241K | 0.06% | 83 |
|
|
2022
Q3 | – | Sell |
-1,311
| Closed | -$263K | – | 124 |
|
|
2022
Q2 | $263K | Buy |
1,311
+396
| +43% | +$79.4K | 0.07% | 84 |
|
|
2022
Q1 | $276K | Buy |
+915
| New | +$276K | 0.06% | 75 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 244 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 454 |
|