Destination Wealth Management’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 | $14.4M | Buy |
26,409
+25,626
| +3,273% | +$13.9M | 0.42% | 68 |
|
|
2025
Q1 | $388K | Buy |
783
+66
| +9% | +$32.7K | 0.01% | 185 |
|
|
2024
Q4 | $374K | Sell |
717
-53
| -7% | -$27.7K | 0.01% | 184 |
|
|
2024
Q3 | $378K | Buy |
770
+30
| +4% | +$14.7K | 0.01% | 181 |
|
|
2024
Q2 | $329K | Buy |
740
+6
| +0.8% | +$2.67K | 0.01% | 168 |
|
|
2024
Q1 | $293K | Buy |
734
+97
| +15% | +$38.7K | 0.01% | 174 |
|
|
2023
Q4 | $215K | Buy |
+637
| New | +$215K | 0.01% | 189 |
|
|
2019
Q2 | – | Sell |
-513
| Closed | -$98K | – | 650 |
|
|
2019
Q1 | $98K | Buy |
513
+63
| +14% | +$12K | 0.01% | 191 |
|
|
2018
Q4 | $72K | Hold |
450
| – | – | ﹤0.01% | 219 |
|
|
2018
Q3 | $86K | Hold |
450
| – | – | ﹤0.01% | 222 |
|
|
2018
Q2 | $72K | Hold |
450
| – | – | ﹤0.01% | 224 |
|
|
2018
Q1 | $62K | Buy |
+450
| New | +$62K | ﹤0.01% | 230 |
|