CreativeOne Wealth’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 | $3.28M | Buy |
6,027
+555
| +10% | +$302K | 0.09% | 219 |
|
|
2025
Q1 | $2.71M | Buy |
5,472
+486
| +10% | +$241K | 0.08% | 240 |
|
|
2024
Q4 | $2.6M | Buy |
4,986
+2,331
| +88% | +$1.22M | 0.08% | 232 |
|
|
2024
Q3 | $1.3M | Buy |
2,655
+372
| +16% | +$183K | 0.04% | 359 |
|
|
2024
Q2 | $1.02M | Sell |
2,283
-41
| -2% | -$18.2K | 0.05% | 328 |
|
|
2024
Q1 | $927K | Buy |
2,324
+678
| +41% | +$270K | 0.04% | 397 |
|
|
2023
Q4 | $555K | Buy |
1,646
+75
| +5% | +$25.3K | 0.04% | 347 |
|
|
2023
Q3 | $459K | Sell |
1,571
-1,733
| -52% | -$506K | 0.03% | 349 |
|
|
2023
Q2 | $1.13M | Sell |
3,304
-183
| -5% | -$62.6K | 0.05% | 311 |
|
|
2023
Q1 | $890K | Sell |
3,487
-1,245
| -26% | -$318K | 0.04% | 324 |
|
|
2022
Q4 | $1.26M | Sell |
4,732
-74
| -2% | -$19.6K | 0.07% | 250 |
|
|
2022
Q3 | $901K | Buy |
4,806
+87
| +2% | +$16.3K | 0.05% | 281 |
|
|
2022
Q2 | $947K | Sell |
4,719
-125
| -3% | -$25.1K | 0.05% | 270 |
|
|
2022
Q1 | $1.46M | Buy |
4,844
+492
| +11% | +$148K | 0.08% | 218 |
|
|
2021
Q4 | $1.56M | Sell |
4,352
-2,101
| -33% | -$755K | 0.08% | 218 |
|
|
2021
Q3 | $2.18M | Buy |
6,453
+2,646
| +70% | +$894K | 0.13% | 138 |
|
|
2021
Q2 | $1.17M | Buy |
3,807
+660
| +21% | +$202K | 0.07% | 224 |
|
|
2021
Q1 | $775K | Buy |
3,147
+363
| +13% | +$89.4K | 0.06% | 245 |
|
|
2020
Q4 | $759K | Buy |
2,784
+1,122
| +68% | +$306K | 0.06% | 224 |
|
|
2020
Q3 | $393K | Buy |
+1,662
| New | +$393K | 0.05% | 182 |
|