Choate Investment 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 | $1.17M | Sell |
2,147
-121
| -5% | -$65.8K | 0.03% | 185 |
|
|
2025
Q1 | $1.12M | Sell |
2,268
-102
| -4% | -$50.5K | 0.03% | 172 |
|
|
2024
Q4 | $1.24M | Buy |
2,370
+905
| +62% | +$472K | 0.03% | 172 |
|
|
2024
Q3 | $720K | Buy |
1,465
+242
| +20% | +$119K | 0.02% | 225 |
|
|
2024
Q2 | $544K | Sell |
1,223
-7
| -0.6% | -$3.11K | 0.01% | 243 |
|
|
2024
Q1 | $491K | Buy |
1,230
+2
| +0.2% | +$798 | 0.01% | 267 |
|
|
2023
Q4 | $414K | Buy |
1,228
+340
| +38% | +$115K | 0.01% | 266 |
|
|
2023
Q3 | $260K | Buy |
+888
| New | +$260K | 0.01% | 312 |
|