Creative Financial Designs’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 | $259K | Sell |
476
-3
| -0.6% | -$1.63K | 0.02% | 438 |
|
|
2025
Q1 | $237K | Sell |
479
-15
| -3% | -$7.43K | 0.02% | 406 |
|
|
2024
Q4 | $258K | Sell |
494
-196
| -28% | -$102K | 0.02% | 387 |
|
|
2024
Q3 | $339K | Sell |
690
-295
| -30% | -$145K | 0.03% | 344 |
|
|
2024
Q2 | $438K | Buy |
985
+101
| +11% | +$44.9K | 0.04% | 295 |
|
|
2024
Q1 | $353K | Buy |
884
+60
| +7% | +$23.9K | 0.03% | 312 |
|
|
2023
Q4 | $278K | Buy |
824
+755
| +1,094% | +$255K | 0.03% | 324 |
|
|
2023
Q3 | $20.2K | Hold |
69
| – | – | ﹤0.01% | 851 |
|
|
2023
Q2 | $23.6K | Buy |
+69
| New | +$23.6K | ﹤0.01% | 808 |
|
|
2022
Q4 | – | Sell |
-18
| Closed | -$3K | – | 1327 |
|
|
2022
Q3 | $3K | Sell |
18
-15
| -45% | -$2.5K | ﹤0.01% | 1115 |
|
|
2022
Q2 | $7K | Hold |
33
| – | – | ﹤0.01% | 938 |
|
|
2022
Q1 | $10K | Sell |
33
-117
| -78% | -$35.5K | ﹤0.01% | 903 |
|
|
2021
Q4 | $54K | Sell |
150
-288
| -66% | -$104K | 0.01% | 558 |
|
|
2021
Q3 | $145K | Sell |
438
-6
| -1% | -$1.99K | 0.02% | 373 |
|
|
2021
Q2 | $136K | Hold |
444
| – | – | 0.02% | 384 |
|
|
2021
Q1 | $109K | Buy |
444
+141
| +47% | +$34.6K | 0.02% | 401 |
|
|
2020
Q4 | $83K | Hold |
303
| – | – | 0.02% | 414 |
|
|
2020
Q3 | $72K | Hold |
303
| – | – | 0.02% | 401 |
|
|
2020
Q2 | $58K | Buy |
+303
| New | +$58K | 0.02% | 397 |
|
|
2019
Q2 | – | Sell |
-90
| Closed | -$17K | – | 579 |
|
|
2019
Q1 | $17K | Hold |
90
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $14K | Hold |
90
| – | – | 0.01% | 322 |
|
|
2018
Q3 | $17K | Buy |
+90
| New | +$17K | 0.01% | 358 |
|