Brown, Lisle/Cummings’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 | $1.39M | Buy |
2,564
+140
| +6% | +$76.1K | 0.37% | 66 |
|
|
2025
Q1 | $1.2M | Buy |
2,424
+562
| +30% | +$278K | 0.35% | 72 |
|
|
2024
Q4 | $972K | Buy |
1,862
+266
| +17% | +$139K | 0.29% | 83 |
|
|
2024
Q3 | $784K | Buy |
1,596
+240
| +18% | +$118K | 0.24% | 99 |
|
|
2024
Q2 | $603K | Buy |
1,356
+631
| +87% | +$281K | 0.2% | 114 |
|
|
2024
Q1 | $289K | Hold |
725
| – | – | 0.1% | 170 |
|
|
2023
Q4 | $245K | Hold |
725
| – | – | 0.09% | 179 |
|
|
2023
Q3 | $212K | Hold |
725
| – | – | 0.1% | 173 |
|
|
2023
Q2 | $248K | Hold |
725
| – | – | 0.11% | 161 |
|
|
2023
Q1 | $185K | Hold |
725
| – | – | 0.09% | 175 |
|
|
2022
Q4 | $192K | Hold |
725
| – | – | 0.1% | 163 |
|
|
2022
Q3 | $136K | Hold |
725
| – | – | 0.08% | 180 |
|
|
2022
Q2 | $146K | Buy |
725
+365
| +101% | +$73.3K | 0.08% | 183 |
|
|
2022
Q1 | $109K | Hold |
360
| – | – | 0.05% | 206 |
|
|
2021
Q4 | $129K | Buy |
+360
| New | +$129K | 0.06% | 194 |
|