CVA Family Office’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 | $359K | Sell |
660
-18
| -3% | -$9.78K | 0.05% | 208 |
|
|
2025
Q1 | $336K | Buy |
678
+41
| +6% | +$20.3K | 0.05% | 203 |
|
|
2024
Q4 | $332K | Buy |
637
+104
| +20% | +$54.3K | 0.05% | 206 |
|
|
2024
Q3 | $262K | Sell |
533
-15
| -3% | -$7.37K | 0.04% | 222 |
|
|
2024
Q2 | $244K | Buy |
548
+37
| +7% | +$16.5K | 0.04% | 214 |
|
|
2024
Q1 | $204K | Buy |
511
+1
| +0.2% | +$399 | 0.04% | 244 |
|
|
2023
Q4 | $172K | Buy |
+510
| New | +$172K | 0.03% | 259 |
|
|
2023
Q3 | – | Sell |
-541
| Closed | -$185K | – | 589 |
|
|
2023
Q2 | $185K | Buy |
541
+167
| +45% | +$57.1K | 0.04% | 233 |
|
|
2023
Q1 | $95.5K | Sell |
374
-203
| -35% | -$51.9K | 0.02% | 317 |
|
|
2022
Q4 | $153K | Sell |
577
-29
| -5% | -$7.7K | 0.04% | 241 |
|
|
2022
Q3 | $114K | Sell |
606
-42
| -6% | -$7.9K | 0.03% | 221 |
|
|
2022
Q2 | $130K | Sell |
648
-115
| -15% | -$23.1K | 0.04% | 211 |
|
|
2022
Q1 | $230K | Buy |
763
+25
| +3% | +$7.54K | 0.06% | 162 |
|
|
2021
Q4 | $265K | Buy |
+738
| New | +$265K | 0.07% | 148 |
|
|
2021
Q3 | – | Sell |
-663
| Closed | -$203K | – | 603 |
|
|
2021
Q2 | $203K | Buy |
663
+363
| +121% | +$111K | 0.06% | 159 |
|
|
2021
Q1 | $74K | Buy |
+300
| New | +$74K | 0.03% | 224 |
|