Bogart Wealth LLC’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 | $7.12M | Buy |
13,110
+591
| +5% | +$321K | 0.3% | 81 |
|
|
2025
Q1 | $6.2M | Buy |
12,519
+12,479
| +31,198% | +$6.18M | 0.29% | 83 |
|
|
2024
Q4 | $20.9K | Buy |
40
+6
| +18% | +$3.13K | ﹤0.01% | 570 |
|
|
2024
Q3 | $16.7K | Hold |
34
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $15.1K | Sell |
34
-100
| -75% | -$44.5K | ﹤0.01% | 583 |
|
|
2024
Q1 | $53.5K | Hold |
134
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $45.2K | Buy |
134
+22
| +20% | +$7.42K | ﹤0.01% | 392 |
|
|
2023
Q3 | $32.7K | Buy |
112
+18
| +19% | +$5.26K | ﹤0.01% | 404 |
|
|
2023
Q2 | $32.1K | Sell |
94
-21
| -18% | -$7.18K | ﹤0.01% | 390 |
|
|
2023
Q1 | $29.4K | Buy |
115
+101
| +721% | +$25.8K | ﹤0.01% | 401 |
|
|
2022
Q4 | $3.72K | Sell |
14
-134
| -91% | -$35.6K | ﹤0.01% | 714 |
|
|
2022
Q3 | $28K | Buy |
148
+61
| +70% | +$11.5K | ﹤0.01% | 387 |
|
|
2022
Q2 | $17K | Buy |
87
+78
| +867% | +$15.2K | ﹤0.01% | 439 |
|
|
2022
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 629 |
|
|
2021
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 616 |
|
|
2021
Q3 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 589 |
|