Brass Tax Wealth 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 | $1.41M | Buy |
2,590
+37
| +1% | +$20.1K | 0.27% | 48 |
|
|
2025
Q1 | $1.26M | Hold |
2,553
| – | – | 0.27% | 50 |
|
|
2024
Q4 | $1.33M | Sell |
2,553
-5
| -0.2% | -$2.61K | 0.28% | 44 |
|
|
2024
Q3 | $1.26M | Buy |
2,558
+56
| +2% | +$27.5K | 0.27% | 44 |
|
|
2024
Q2 | $1.11M | Sell |
2,502
-39
| -2% | -$17.3K | 0.48% | 33 |
|
|
2024
Q1 | $1.01M | Buy |
+2,541
| New | +$1.01M | 0.53% | 26 |
|