Clearstead Trust’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 | $151K | Buy |
278
+18
| +7% | +$9.78K | 0.03% | 202 |
|
|
2025
Q1 | $129K | Hold |
260
| – | – | 0.03% | 187 |
|
|
2024
Q4 | $136K | Hold |
260
| – | – | 0.03% | 179 |
|
|
2024
Q3 | $128K | Hold |
260
| – | – | 0.03% | 166 |
|
|
2024
Q2 | $116K | Hold |
260
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $104K | Sell |
260
-1,467
| -85% | -$585K | 0.03% | 185 |
|
|
2023
Q4 | $583K | Buy |
+1,727
| New | +$583K | 0.16% | 84 |
|