Childress Capital 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 | $920K | Buy |
1,693
+141
| +9% | +$76.6K | 0.23% | 70 |
|
|
2025
Q1 | $769K | Sell |
1,552
-37
| -2% | -$18.3K | 0.22% | 69 |
|
|
2024
Q4 | $830K | Sell |
1,589
-18
| -1% | -$9.4K | 0.23% | 64 |
|
|
2024
Q3 | $789K | Buy |
1,607
+28
| +2% | +$13.8K | 0.21% | 72 |
|
|
2024
Q2 | $702K | Sell |
1,579
-6
| -0.4% | -$2.67K | 0.2% | 77 |
|
|
2024
Q1 | $633K | Sell |
1,585
-26
| -2% | -$10.4K | 0.18% | 79 |
|
|
2023
Q4 | $543K | Buy |
1,611
+213
| +15% | +$71.9K | 0.16% | 84 |
|
|
2023
Q3 | $409K | Buy |
+1,398
| New | +$409K | 0.13% | 97 |
|
|
2023
Q1 | – | Sell |
-1,443
| Closed | -$383K | – | 129 |
|
|
2022
Q4 | $383K | Buy |
+1,443
| New | +$383K | 0.13% | 110 |
|
|
2022
Q3 | – | Sell |
-1,051
| Closed | -$211K | – | 181 |
|
|
2022
Q2 | $211K | Buy |
1,051
+92
| +10% | +$18.5K | 0.08% | 157 |
|
|
2022
Q1 | $291K | Buy |
959
+121
| +14% | +$36.7K | 0.1% | 140 |
|
|
2021
Q4 | $301K | Buy |
838
+16
| +2% | +$5.75K | 0.12% | 133 |
|
|
2021
Q3 | $269K | Buy |
822
+45
| +6% | +$14.7K | 0.11% | 147 |
|
|
2021
Q2 | $238K | Buy |
+777
| New | +$238K | 0.11% | 143 |
|
|
2021
Q1 | – | Sell |
-297
| Closed | -$81K | – | 550 |
|
|
2020
Q4 | $81K | Buy |
+297
| New | +$81K | 0.05% | 173 |
|