Crewe Advisors’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 | $119K | Buy |
219
+2
| +0.9% | +$1.09K | 0.02% | 200 |
|
|
2025
Q1 | $107K | Sell |
217
-4
| -2% | -$1.98K | 0.02% | 193 |
|
|
2024
Q4 | $115K | Sell |
221
-150
| -40% | -$78.3K | 0.02% | 189 |
|
|
2024
Q3 | $182K | Hold |
371
| – | – | 0.02% | 157 |
|
|
2024
Q2 | $165K | Sell |
371
-32
| -8% | -$14.2K | 0.02% | 195 |
|
|
2024
Q1 | $161K | Buy |
+403
| New | +$161K | 0.02% | 199 |
|
|
2023
Q3 | – | Sell |
-220
| Closed | -$75.2K | – | 745 |
|
|
2023
Q2 | $75.2K | Sell |
220
-327
| -60% | -$112K | 0.01% | 233 |
|
|
2023
Q1 | $140K | Sell |
547
-159
| -23% | -$40.6K | 0.02% | 193 |
|
|
2022
Q4 | $187K | Buy |
706
+159
| +29% | +$42.2K | 0.03% | 159 |
|
|
2022
Q3 | $103K | Buy |
547
+148
| +37% | +$27.9K | 0.02% | 224 |
|
|
2022
Q2 | $80K | Buy |
+399
| New | +$80K | 0.02% | 237 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$5K | – | 430 |
|
|
2021
Q3 | $5K | Hold |
15
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 331 |
|
|
2021
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $4K | Sell |
15
-15
| -50% | -$4K | ﹤0.01% | 367 |
|
|
2020
Q3 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 300 |
|