Bleakley Financial Group’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 | $7.99M | Buy |
14,699
+2,553
| +21% | +$1.39M | 0.2% | 94 |
|
2025
Q1 | $6.02M | Buy |
12,146
+2,713
| +29% | +$1.34M | 0.19% | 103 |
|
2024
Q4 | $4.92M | Buy |
9,433
+1,055
| +13% | +$551K | 0.15% | 118 |
|
2024
Q3 | $4.12M | Sell |
8,378
-19,141
| -70% | -$9.4M | 0.13% | 142 |
|
2024
Q2 | $12.2M | Buy |
27,519
+99
| +0.4% | +$44K | 0.35% | 56 |
|
2024
Q1 | $10.9M | Buy |
27,420
+10,945
| +66% | +$4.37M | 0.32% | 61 |
|
2023
Q4 | $5.56M | Buy |
16,475
+4,759
| +41% | +$1.61M | 0.18% | 109 |
|
2023
Q3 | $3.42M | Sell |
11,716
-3,701
| -24% | -$1.08M | 0.12% | 159 |
|
2023
Q2 | $5.27M | Buy |
15,417
+9,336
| +154% | +$3.19M | 0.16% | 115 |
|
2023
Q1 | $1.55M | Sell |
6,081
-650
| -10% | -$166K | 0.05% | 303 |
|
2022
Q4 | $1.79M | Buy |
+6,731
| New | +$1.79M | 0.06% | 270 |
|