Congress Wealth 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 | $26.6M | Buy |
48,971
+665
| +1% | +$361K | 0.26% | 93 |
|
|
2025
Q1 | $23.9M | Buy |
48,306
+3,233
| +7% | +$1.6M | 0.29% | 88 |
|
|
2024
Q4 | $23.5M | Buy |
45,073
+656
| +1% | +$342K | 0.32% | 80 |
|
|
2024
Q3 | $21.8M | Buy |
44,417
+1,169
| +3% | +$574K | 0.29% | 90 |
|
|
2024
Q2 | $19.2M | Buy |
43,248
+1,754
| +4% | +$780K | 0.31% | 83 |
|
|
2024
Q1 | $16.6M | Buy |
41,494
+217
| +0.5% | +$86.6K | 0.29% | 97 |
|
|
2023
Q4 | $13.9M | Buy |
41,277
+589
| +1% | +$199K | 0.26% | 110 |
|
|
2023
Q3 | $11.9M | Buy |
40,688
+1,382
| +4% | +$404K | 0.25% | 119 |
|
|
2023
Q2 | $13.4M | Sell |
39,306
-15
| -0% | -$5.13K | 0.31% | 85 |
|
|
2023
Q1 | $10M | Buy |
39,321
+239
| +0.6% | +$61.1K | 0.24% | 133 |
|
|
2022
Q4 | $10.4M | Buy |
+39,082
| New | +$10.4M | 0.27% | 118 |
|
|
2022
Q2 | – | Sell |
-1,150
| Closed | -$347K | – | 589 |
|
|
2022
Q1 | $347K | Sell |
1,150
-202
| -15% | -$61K | 0.01% | 486 |
|
|
2021
Q4 | $485K | Buy |
+1,352
| New | +$485K | 0.01% | 467 |
|