Crestwood Advisors 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 | $2.64M | Buy |
4,855
+221
| +5% | +$120K | 0.05% | 178 |
|
|
2025
Q1 | $2.29M | Buy |
4,634
+110
| +2% | +$54.5K | 0.04% | 188 |
|
|
2024
Q4 | $2.36M | Buy |
4,524
+92
| +2% | +$48K | 0.04% | 173 |
|
|
2024
Q3 | $2.18M | Buy |
4,432
+139
| +3% | +$68.3K | 0.04% | 179 |
|
|
2024
Q2 | $1.91M | Sell |
4,293
-15
| -0.3% | -$6.67K | 0.04% | 176 |
|
|
2024
Q1 | $1.72M | Buy |
4,308
+167
| +4% | +$66.6K | 0.04% | 182 |
|
|
2023
Q4 | $1.4M | Buy |
4,141
+152
| +4% | +$51.3K | 0.03% | 185 |
|
|
2023
Q3 | $1.17M | Buy |
3,989
+2,368
| +146% | +$692K | 0.03% | 182 |
|
|
2023
Q2 | $554K | Buy |
1,621
+98
| +6% | +$33.5K | 0.02% | 176 |
|
|
2023
Q1 | $389K | Sell |
1,523
-38
| -2% | -$9.71K | 0.01% | 202 |
|
|
2022
Q4 | $414K | Buy |
1,561
+274
| +21% | +$72.7K | 0.01% | 204 |
|
|
2022
Q3 | $241K | Sell |
1,287
-29
| -2% | -$5.43K | 0.01% | 235 |
|
|
2022
Q2 | $264K | Buy |
1,316
+192
| +17% | +$38.5K | 0.01% | 230 |
|
|
2022
Q1 | $339K | Buy |
1,124
+8
| +0.7% | +$2.41K | 0.01% | 233 |
|
|
2021
Q4 | $401K | Hold |
1,116
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $370K | Sell |
1,116
-18
| -2% | -$5.97K | 0.01% | 215 |
|
|
2021
Q2 | $348K | Hold |
1,134
| – | – | 0.01% | 216 |
|
|
2021
Q1 | $279K | Sell |
1,134
-12
| -1% | -$2.95K | 0.01% | 223 |
|
|
2020
Q4 | $313K | Buy |
1,146
+150
| +15% | +$41K | 0.01% | 210 |
|
|
2020
Q3 | $236K | Buy |
+996
| New | +$236K | 0.01% | 216 |
|