Capital Advisors Ltd’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 | $69K | Buy |
127
+3
| +2% | +$1.63K | 0.01% | 414 |
|
|
2025
Q1 | $61K | Hold |
124
| – | – | 0.01% | 425 |
|
|
2024
Q4 | $65K | Hold |
124
| – | – | 0.01% | 415 |
|
|
2024
Q3 | $61K | Buy |
124
+30
| +32% | +$14.8K | 0.01% | 419 |
|
|
2024
Q2 | $42K | Sell |
94
-2
| -2% | -$894 | 0.01% | 474 |
|
|
2024
Q1 | $38K | Buy |
96
+9
| +10% | +$3.56K | 0.01% | 481 |
|
|
2023
Q4 | $29K | Hold |
87
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $25K | Hold |
87
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $30K | Buy |
87
+58
| +200% | +$20K | ﹤0.01% | 501 |
|
|
2023
Q1 | $7K | Sell |
29
-66
| -69% | -$15.9K | ﹤0.01% | 617 |
|
|
2022
Q4 | $10K | Buy |
95
+68
| +252% | +$7.16K | ﹤0.01% | 561 |
|
|
2022
Q3 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 639 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1060 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 690 |
|