Barrett & Company’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 | $19.6K | Hold |
36
| – | – | 0.01% | 419 |
|
2025
Q1 | $17.8K | Hold |
36
| – | – | 0.01% | 391 |
|
2024
Q4 | $18.8K | Hold |
36
| – | – | 0.01% | 377 |
|
2024
Q3 | $17.7K | Sell |
36
-120
| -77% | -$59K | 0.01% | 379 |
|
2024
Q2 | $69.4K | Buy |
156
+20
| +15% | +$8.9K | 0.03% | 231 |
|
2024
Q1 | $54.3K | Hold |
136
| – | – | 0.03% | 261 |
|
2023
Q4 | $45.9K | Hold |
136
| – | – | 0.02% | 262 |
|
2023
Q3 | $39.8K | Buy |
136
+20
| +17% | +$5.85K | 0.02% | 268 |
|
2023
Q2 | $39.9K | Sell |
116
-1
| -0.9% | -$344 | 0.02% | 268 |
|
2023
Q1 | $29.8K | Hold |
117
| – | – | 0.02% | 279 |
|
2022
Q4 | $31K | Hold |
117
| – | – | 0.02% | 270 |
|
2022
Q3 | $31K | Buy |
+117
| New | +$31K | 0.02% | 270 |
|