Capstone Wealth Management Group (Pennsylvania)’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 | $1.3M | Sell |
2,392
-1,218
| -34% | -$662K | 1.25% | 16 |
|
|
2025
Q1 | $1.79M | Hold |
3,610
| – | – | 1.02% | 26 |
|
|
2024
Q4 | $1.88M | Sell |
3,610
-331
| -8% | -$173K | 1.01% | 24 |
|
|
2024
Q3 | $1.94M | Sell |
3,941
-1,202
| -23% | -$591K | 1.15% | 24 |
|
|
2024
Q2 | $2.29M | Buy |
5,143
+2,892
| +128% | +$1.29M | 1.5% | 19 |
|
|
2024
Q1 | $898K | Buy |
+2,251
| New | +$898K | 0.64% | 38 |
|