Delta Financial 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
Q1 | $450K | Hold |
885
| – | – | 0.1% | 143 |
|
|
2024
Q4 | $462K | Buy |
885
+2
| +0.2% | +$1.04K | 0.11% | 136 |
|
|
2024
Q3 | $434K | Buy |
883
+15
| +2% | +$7.37K | 0.16% | 74 |
|
|
2024
Q2 | $386K | Buy |
868
+21
| +2% | +$9.34K | 0.16% | 78 |
|
|
2024
Q1 | $338K | Hold |
847
| – | – | 0.1% | 163 |
|
|
2023
Q4 | $286K | Sell |
847
-15
| -2% | -$5.07K | 0.09% | 168 |
|
|
2023
Q3 | $252K | Hold |
862
| – | – | 0.09% | 169 |
|
|
2023
Q2 | $295K | Buy |
+862
| New | +$295K | 0.35% | 63 |
|