Cornerstone Planning Group’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 | $53.9K | Sell |
113
-2
| -2% | -$954 | 0.01% | 227 |
|
|
2025
Q1 | $56.1K | Buy |
115
+43
| +60% | +$21K | 0.01% | 219 |
|
|
2024
Q4 | $41.3K | Sell |
72
-28
| -28% | -$16.1K | 0.01% | 212 |
|
|
2024
Q3 | $51.6K | Sell |
100
-9
| -8% | -$4.65K | 0.01% | 185 |
|
|
2024
Q2 | $47.7K | Buy |
109
+1
| +0.9% | +$438 | 0.01% | 206 |
|
|
2024
Q1 | $41.2K | Sell |
108
-57
| -35% | -$21.7K | 0.01% | 193 |
|
|
2023
Q4 | $55.7K | Buy |
165
+14
| +9% | +$4.72K | 0.02% | 172 |
|
|
2023
Q3 | $44.1K | Buy |
151
+2
| +1% | +$585 | 0.02% | 197 |
|
|
2023
Q2 | $50.9K | Buy |
+149
| New | +$50.9K | 0.02% | 238 |
|
|
2022
Q4 | $25K | Buy |
+99
| New | +$25K | 0.01% | 397 |
|