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