Bourgeon Capital Management’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 | $402K | Sell |
740
-571
| -44% | -$310K | 0.08% | 82 |
|
|
2025
Q1 | $649K | Sell |
1,311
-45
| -3% | -$22.3K | 0.14% | 71 |
|
|
2024
Q4 | $708K | Buy |
+1,356
| New | +$708K | 0.13% | 73 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$5.31K | – | 351 |
|
|
2022
Q4 | $5.31K | Hold |
20
| – | – | ﹤0.01% | 269 |
|
|
2022
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 275 |
|