Cary Street Partners Investment Advisory’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 | $256K | Buy |
472
+80
| +20% | +$43.5K | 0.12% | 181 |
|
|
2025
Q1 | $194K | Sell |
392
-14
| -3% | -$6.93K | 0.11% | 217 |
|
|
2024
Q4 | $212K | Sell |
406
-339
| -46% | -$177K | 0.14% | 170 |
|
|
2024
Q3 | $366K | Sell |
745
-15
| -2% | -$7.37K | 0.01% | 571 |
|
|
2024
Q2 | $338K | Sell |
760
-70
| -8% | -$31.1K | 0.01% | 557 |
|
|
2024
Q1 | $331K | Buy |
830
+51
| +7% | +$20.4K | 0.01% | 542 |
|
|
2023
Q4 | $263K | Buy |
779
+493
| +172% | +$166K | 0.01% | 553 |
|
|
2023
Q3 | $83.6K | Buy |
286
+29
| +11% | +$8.48K | ﹤0.01% | 751 |
|
|
2023
Q2 | $87.9K | Buy |
257
+21
| +9% | +$7.18K | 0.01% | 691 |
|
|
2023
Q1 | $60.3K | Hold |
236
| – | – | ﹤0.01% | 694 |
|
|
2022
Q4 | $62.6K | Buy |
+236
| New | +$62.6K | ﹤0.01% | 684 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | -$4K | – | 609 |
|
|
2020
Q3 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 856 |
|