Cyndeo Wealth Partners’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 | $5.56M | Buy |
10,227
+514
| +5% | +$279K | 0.33% | 88 |
|
|
2025
Q1 | $4.81M | Buy |
9,713
+927
| +11% | +$459K | 0.32% | 93 |
|
|
2024
Q4 | $4.59M | Buy |
8,786
+407
| +5% | +$212K | 0.31% | 91 |
|
|
2024
Q3 | $4.12M | Buy |
8,379
+564
| +7% | +$277K | 0.29% | 97 |
|
|
2024
Q2 | $3.48M | Buy |
7,815
+276
| +4% | +$123K | 0.27% | 108 |
|
|
2024
Q1 | $3.01M | Sell |
7,539
-697
| -8% | -$278K | 0.25% | 115 |
|
|
2023
Q4 | $2.78M | Sell |
8,236
-5,408
| -40% | -$1.82M | 0.26% | 110 |
|
|
2023
Q3 | $3.99M | Buy |
13,644
+1,333
| +11% | +$390K | 0.42% | 78 |
|
|
2023
Q2 | $4.21M | Sell |
12,311
-1,109
| -8% | -$379K | 0.44% | 68 |
|
|
2023
Q1 | $3.43M | Buy |
13,420
+11,219
| +510% | +$2.87M | 0.37% | 89 |
|
|
2022
Q4 | $584K | Buy |
+2,201
| New | +$584K | 0.07% | 203 |
|