Boston Financial Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.93M | Sell |
3,705
-127
| -3% | -$66.3K | 0.06% | 149 |
|
|
2024
Q3 | $1.88M | Sell |
3,832
-25
| -0.6% | -$12.3K | 0.06% | 151 |
|
|
2024
Q2 | $1.72M | Sell |
3,857
-10
| -0.3% | -$4.45K | 0.05% | 155 |
|
|
2024
Q1 | $1.54M | Hold |
3,867
| – | – | 0.05% | 161 |
|
|
2023
Q4 | $1.3M | Sell |
3,867
-21
| -0.5% | -$7.09K | 0.04% | 170 |
|
|
2023
Q3 | $1.14M | Buy |
3,888
+75
| +2% | +$21.9K | 0.04% | 166 |
|
|
2023
Q2 | $1.3M | Buy |
3,813
+42
| +1% | +$14.4K | 0.05% | 168 |
|
|
2023
Q1 | $963K | Hold |
3,771
| – | – | 0.04% | 179 |
|
|
2022
Q4 | $1M | Buy |
3,771
+12
| +0.3% | +$3.18K | 0.04% | 180 |
|
|
2022
Q3 | $705K | Sell |
3,759
-6
| -0.2% | -$1.13K | 0.03% | 195 |
|
|
2022
Q2 | $756K | Buy |
3,765
+105
| +3% | +$21.1K | 0.03% | 180 |
|
|
2022
Q1 | $1.1M | Buy |
3,660
+63
| +2% | +$19K | 0.04% | 157 |
|
|
2021
Q4 | $1.29M | Buy |
3,597
+54
| +2% | +$19.4K | 0.05% | 136 |
|
|
2021
Q3 | $1.17M | Hold |
3,543
| – | – | 0.05% | 133 |
|
|
2021
Q2 | $1.09M | Sell |
3,543
-165
| -4% | -$50.6K | 0.04% | 131 |
|
|
2021
Q1 | $913K | Buy |
3,708
+30
| +0.8% | +$7.39K | 0.04% | 129 |
|
|
2020
Q4 | $1M | Hold |
3,678
| – | – | 0.05% | 126 |
|
|
2020
Q3 | $870K | Hold |
3,678
| – | – | 0.04% | 132 |
|
|
2020
Q2 | $699K | Hold |
3,678
| – | – | 0.04% | 140 |
|
|
2020
Q1 | $607K | Buy |
3,678
+1,488
| +68% | +$246K | 0.04% | 145 |
|
|
2019
Q4 | $432K | Buy |
+2,190
| New | +$432K | 0.02% | 179 |
|