Center for Financial Planning’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 | $249K | Hold |
458
| – | – | 0.03% | 147 |
|
|
2025
Q1 | $227K | Hold |
458
| – | – | 0.03% | 147 |
|
|
2024
Q4 | $239K | Buy |
458
+200
| +78% | +$104K | 0.03% | 138 |
|
|
2024
Q3 | $127K | Hold |
258
| – | – | 0.02% | 171 |
|
|
2024
Q2 | $115K | Hold |
258
| – | – | 0.02% | 172 |
|
|
2024
Q1 | $103K | Hold |
258
| – | – | 0.02% | 180 |
|
|
2023
Q4 | $87K | Hold |
258
| – | – | 0.02% | 180 |
|
|
2023
Q3 | $75.4K | Hold |
258
| – | – | 0.02% | 184 |
|
|
2023
Q2 | $88.2K | Hold |
258
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $65.9K | Hold |
258
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $68.5K | Sell |
258
-2
| -0.8% | -$531 | 0.02% | 190 |
|
|
2022
Q3 | $49K | Sell |
260
-17
| -6% | -$3.2K | 0.01% | 210 |
|
|
2022
Q2 | $56K | Buy |
277
+16
| +6% | +$3.24K | 0.01% | 210 |
|
|
2022
Q1 | $79K | Hold |
261
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $94K | Buy |
261
+3
| +1% | +$1.08K | 0.02% | 178 |
|
|
2021
Q3 | $85K | Hold |
258
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $79K | Buy |
258
+195
| +310% | +$59.7K | 0.02% | 178 |
|
|
2021
Q1 | $16K | Hold |
63
| – | – | ﹤0.01% | 327 |
|
|
2020
Q4 | $17K | Hold |
63
| – | – | ﹤0.01% | 302 |
|
|
2020
Q3 | $15K | Hold |
63
| – | – | ﹤0.01% | 283 |
|
|
2020
Q2 | $12K | Hold |
63
| – | – | ﹤0.01% | 298 |
|
|
2020
Q1 | $10K | Hold |
63
| – | – | ﹤0.01% | 324 |
|
|
2019
Q4 | $12K | Buy |
+63
| New | +$12K | ﹤0.01% | 297 |
|