Calton & Associates’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 | $217K | Sell |
400
-79
| -16% | -$42.9K | 0.04% | 351 |
|
|
2025
Q1 | $237K | Buy |
+479
| New | +$237K | 0.05% | 284 |
|
|
2021
Q1 | – | Sell |
-774
| Closed | -$212K | – | 417 |
|
|
2020
Q4 | $212K | Sell |
774
-123
| -14% | -$33.7K | 0.04% | 354 |
|
|
2020
Q3 | $212K | Buy |
+897
| New | +$212K | 0.04% | 307 |
|
|
2019
Q2 | – | Sell |
-1,137
| Closed | -$216K | – | 292 |
|
|
2019
Q1 | $216K | Sell |
1,137
-615
| -35% | -$117K | 0.07% | 233 |
|
|
2018
Q4 | $280K | Buy |
+1,752
| New | +$280K | 0.1% | 174 |
|
|
2018
Q2 | – | Sell |
-5,967
| Closed | -$821K | – | 345 |
|
|
2018
Q1 | $821K | Buy |
5,967
+393
| +7% | +$54.1K | 0.24% | 89 |
|
|
2017
Q4 | $816K | Buy |
+5,574
| New | +$816K | 0.21% | 91 |
|