Catalyst Financial Partners’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 | $1.22M | Buy |
2,243
+273
| +14% | +$148K | 0.13% | 65 |
|
|
2025
Q1 | $976K | Buy |
1,970
+54
| +3% | +$26.7K | 0.18% | 64 |
|
|
2024
Q4 | $1M | Buy |
1,916
+64
| +3% | +$33.4K | 0.19% | 64 |
|
|
2024
Q3 | $910K | Buy |
1,852
+85
| +5% | +$41.8K | 0.18% | 76 |
|
|
2024
Q2 | $786K | Buy |
1,767
+77
| +5% | +$34.3K | 0.17% | 76 |
|
|
2024
Q1 | $632K | Buy |
1,690
+51
| +3% | +$19.1K | 0.16% | 84 |
|
|
2023
Q4 | $553K | Buy |
1,639
+33
| +2% | +$11.1K | 0.16% | 86 |
|
|
2023
Q3 | $469K | Buy |
1,606
+253
| +19% | +$73.9K | 0.15% | 99 |
|
|
2023
Q2 | $463K | Buy |
1,353
+246
| +22% | +$84.1K | 0.16% | 90 |
|
|
2023
Q1 | $283K | Buy |
1,107
+70
| +7% | +$17.9K | 0.12% | 131 |
|
|
2022
Q4 | $275K | Buy |
+1,037
| New | +$275K | 0.14% | 120 |
|