Connecticut 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 | $698K | Buy |
1,285
+115
| +10% | +$62.5K | 0.03% | 189 |
|
|
2025
Q1 | $579K | Buy |
1,170
+117
| +11% | +$57.9K | 0.03% | 197 |
|
|
2024
Q4 | $549K | Buy |
1,053
+27
| +3% | +$14.1K | 0.03% | 177 |
|
|
2024
Q3 | $504K | Sell |
1,026
-25
| -2% | -$12.3K | 0.02% | 215 |
|
|
2024
Q2 | $467K | Sell |
1,051
-45
| -4% | -$20K | 0.02% | 220 |
|
|
2024
Q1 | $437K | Buy |
1,096
+15
| +1% | +$5.98K | 0.02% | 225 |
|
|
2023
Q4 | $365K | Buy |
1,081
+46
| +4% | +$15.5K | 0.02% | 244 |
|
|
2023
Q3 | $302K | Buy |
+1,035
| New | +$302K | 0.02% | 226 |
|