Capital Wealth Planning’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 | $424K | Buy |
781
+88
| +13% | +$47.8K | ﹤0.01% | 127 |
|
|
2025
Q1 | $343K | Buy |
+693
| New | +$343K | ﹤0.01% | 122 |
|
|
2024
Q4 | – | Sell |
-628
| Closed | -$309K | – | 145 |
|
|
2024
Q3 | $309K | Buy |
+628
| New | +$309K | ﹤0.01% | 124 |
|
|
2021
Q4 | – | Sell |
-687
| Closed | -$228K | – | 116 |
|
|
2021
Q3 | $228K | Sell |
687
-159
| -19% | -$52.8K | 0.01% | 100 |
|
|
2021
Q2 | $260K | Sell |
846
-18
| -2% | -$5.53K | 0.01% | 107 |
|
|
2021
Q1 | $213K | Sell |
864
-213
| -20% | -$52.5K | 0.01% | 122 |
|
|
2020
Q4 | $267K | Sell |
1,077
-2,355
| -69% | -$584K | 0.01% | 90 |
|
|
2020
Q3 | $812K | Sell |
3,432
-441
| -11% | -$104K | 0.04% | 51 |
|
|
2020
Q2 | $736K | Buy |
3,873
+195
| +5% | +$37.1K | 0.04% | 57 |
|
|
2020
Q1 | $607K | Buy |
3,678
+1,152
| +46% | +$190K | 0.04% | 109 |
|
|
2019
Q4 | $498K | Buy |
2,526
+156
| +7% | +$30.8K | 0.03% | 121 |
|
|
2019
Q3 | $433K | Buy |
2,370
+351
| +17% | +$64.1K | 0.03% | 150 |
|
|
2019
Q2 | $353K | Buy |
+2,019
| New | +$353K | 0.03% | 163 |
|