Cornerstone 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 | $427K | Buy |
786
+165
| +27% | +$89.7K | 0.03% | 425 |
|
|
2025
Q1 | $308K | Buy |
621
+71
| +13% | +$35.2K | 0.02% | 470 |
|
|
2024
Q4 | $287K | Buy |
550
+25
| +5% | +$13K | 0.02% | 476 |
|
|
2024
Q3 | $258K | Buy |
525
+15
| +3% | +$7.37K | 0.02% | 490 |
|
|
2024
Q2 | $227K | Hold |
510
| – | – | 0.02% | 497 |
|
|
2024
Q1 | $204K | Buy |
+510
| New | +$204K | 0.02% | 511 |
|
|
2019
Q1 | – | Sell |
-1,275
| Closed | -$203K | – | 510 |
|
|
2018
Q4 | $203K | Sell |
1,275
-158,298
| -99% | -$25.2M | 0.04% | 317 |
|
|
2018
Q3 | $150K | Sell |
159,573
-339,756
| -68% | -$319K | ﹤0.01% | 1244 |
|
|
2018
Q2 | $341K | Buy |
+499,329
| New | +$341K | ﹤0.01% | 1143 |
|