Claro Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
727
-464
| -39% | -$252K | 0.07% | 244 |
|
|
2025
Q1 | $590K | Sell |
1,191
-59
| -5% | -$29.2K | 0.08% | 229 |
|
|
2024
Q4 | $652K | Buy |
1,250
+37
| +3% | +$19.3K | 0.09% | 202 |
|
|
2024
Q3 | $596K | Buy |
1,213
+310
| +34% | +$152K | 0.08% | 243 |
|
|
2024
Q2 | $402K | Buy |
903
+84
| +10% | +$37.4K | 0.06% | 265 |
|
|
2024
Q1 | $327K | Buy |
819
+164
| +25% | +$65.5K | 0.06% | 305 |
|
|
2023
Q4 | $221K | Buy |
+655
| New | +$221K | 0.05% | 359 |
|
|
2019
Q1 | – | Sell |
-195
| Closed | -$37K | – | 540 |
|
|
2018
Q4 | $37K | Buy |
+195
| New | +$37K | 0.03% | 398 |
|