CBIZ Investment Advisory Services’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 | $61.9K | Buy |
114
+32
| +39% | +$17.4K | ﹤0.01% | 112 |
|
|
2025
Q1 | $40.6K | Buy |
82
+27
| +49% | +$13.4K | ﹤0.01% | 132 |
|
|
2024
Q4 | $28.7K | Hold |
55
| – | – | ﹤0.01% | 163 |
|
|
2024
Q3 | $27K | Hold |
55
| – | – | ﹤0.01% | 152 |
|
|
2024
Q2 | $24.5K | Sell |
55
-15
| -21% | -$6.67K | ﹤0.01% | 139 |
|
|
2024
Q1 | $27.9K | Buy |
+70
| New | +$27.9K | ﹤0.01% | 131 |
|
|
2020
Q2 | – | Hold |
0
| – | -$5K | – | 168 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 180 |
|