Coppell Advisory Solutions’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$79.3K | – | 1086 |
|
|
2024
Q4 | $79.3K | Buy |
150
+9
| +6% | +$4.76K | 0.01% | 474 |
|
|
2024
Q3 | $67.6K | Buy |
141
+78
| +124% | +$37.4K | 0.01% | 476 |
|
|
2024
Q2 | $28K | Buy |
+63
| New | +$28K | ﹤0.01% | 656 |
|
|
2023
Q4 | $14.5K | Buy |
+43
| New | +$14.5K | ﹤0.01% | 837 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$3.72K | – | 1365 |
|
|
2023
Q2 | $3.72K | Buy |
+11
| New | +$3.72K | ﹤0.01% | 912 |
|