Clear Creek Financial Management’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 | $899K | Buy |
1,655
+83
| +5% | +$45.1K | 0.09% | 235 |
|
|
2025
Q1 | $779K | Sell |
1,572
-10
| -0.6% | -$4.95K | 0.08% | 234 |
|
|
2024
Q4 | $826K | Buy |
1,582
+31
| +2% | +$16.2K | 0.09% | 221 |
|
|
2024
Q3 | $762K | Buy |
1,551
+66
| +4% | +$32.4K | 0.09% | 204 |
|
|
2024
Q2 | $661K | Buy |
1,485
+83
| +6% | +$36.9K | 0.08% | 210 |
|
|
2024
Q1 | $560K | Sell |
1,402
-279
| -17% | -$111K | 0.07% | 225 |
|
|
2023
Q4 | $567K | Buy |
1,681
+235
| +16% | +$79.3K | 0.09% | 180 |
|
|
2023
Q3 | $423K | Buy |
1,446
+95
| +7% | +$27.8K | 0.07% | 190 |
|
|
2023
Q2 | $462K | Sell |
1,351
-132
| -9% | -$45.1K | 0.08% | 188 |
|
|
2023
Q1 | $379K | Buy |
1,483
+356
| +32% | +$90.9K | 0.07% | 197 |
|
|
2022
Q4 | $299K | Buy |
1,127
+28
| +3% | +$7.43K | 0.07% | 213 |
|
|
2022
Q3 | $206K | Buy |
1,099
+72
| +7% | +$13.5K | 0.05% | 256 |
|
|
2022
Q2 | $206K | Buy |
1,027
+25
| +2% | +$5.02K | 0.04% | 276 |
|
|
2022
Q1 | $302K | Buy |
+1,002
| New | +$302K | 0.05% | 249 |
|
|
2021
Q3 | – | Sell |
-11,694
| Closed | -$3.59M | – | 348 |
|
|
2021
Q2 | $3.59M | Buy |
+11,694
| New | +$3.59M | 0.55% | 49 |
|