Consolidated Planning Corp’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 | $4.96M | Buy |
9,129
+338
| +4% | +$184K | 0.62% | 55 |
|
|
2025
Q1 | $4.35M | Buy |
8,791
+562
| +7% | +$278K | 0.6% | 56 |
|
|
2024
Q4 | $4.3M | Buy |
8,229
+130
| +2% | +$67.9K | 0.58% | 57 |
|
|
2024
Q3 | $3.98M | Buy |
8,099
+1,198
| +17% | +$589K | 0.59% | 57 |
|
|
2024
Q2 | $3.07M | Buy |
+6,901
| New | +$3.07M | 0.51% | 63 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$24K | – | 248 |
|
|
2021
Q3 | $24K | Buy |
+72
| New | +$24K | 0.02% | 235 |
|