Carolina Wealth Advisors’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 | $4.89K | Hold |
9
| – | – | ﹤0.01% | 188 |
|
|
2025
Q1 | $4.46K | Hold |
9
| – | – | ﹤0.01% | 199 |
|
|
2024
Q4 | $4.7K | Hold |
9
| – | – | ﹤0.01% | 199 |
|
|
2024
Q3 | $4.42K | Buy |
+9
| New | +$4.42K | ﹤0.01% | 242 |
|
|
2021
Q1 | – | Sell |
-135
| Closed | -$37K | – | 324 |
|
|
2020
Q4 | $37K | Buy |
+135
| New | +$37K | 0.03% | 83 |
|