Eastover Investment 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 | $7.15M | Buy |
13,163
+8,844
| +205% | +$4.81M | 3.21% | 16 |
|
|
2025
Q1 | $2.14M | Buy |
4,319
+46
| +1% | +$22.8K | 1.03% | 27 |
|
|
2024
Q4 | $2.23M | Sell |
4,273
-102
| -2% | -$53.2K | 1.04% | 26 |
|
|
2024
Q3 | $2.15M | Sell |
4,375
-320
| -7% | -$157K | 1.01% | 26 |
|
|
2024
Q2 | $2.06M | Buy |
4,695
+129
| +3% | +$56.6K | 0.99% | 28 |
|
|
2024
Q1 | $1.82M | Buy |
4,566
+48
| +1% | +$19.2K | 0.89% | 29 |
|
|
2023
Q4 | $1.52M | Buy |
4,518
+124
| +3% | +$41.8K | 0.81% | 31 |
|
|
2023
Q3 | $1.28M | Buy |
4,394
+126
| +3% | +$36.8K | 0.77% | 30 |
|
|
2023
Q2 | $1.46M | Buy |
4,268
+41
| +1% | +$14K | 0.78% | 31 |
|
|
2023
Q1 | $1.08M | Buy |
4,227
+265
| +7% | +$67.7K | 0.6% | 33 |
|
|
2022
Q4 | $1.05M | Buy |
3,962
+99
| +3% | +$26.3K | 0.6% | 31 |
|
|
2022
Q3 | $729K | Buy |
3,863
+455
| +13% | +$85.9K | 0.45% | 37 |
|
|
2022
Q2 | $684K | Buy |
3,408
+2,000
| +142% | +$401K | 0.42% | 35 |
|
|
2022
Q1 | $425K | Buy |
1,408
+271
| +24% | +$81.8K | 0.22% | 45 |
|
|
2021
Q4 | $409K | Buy |
1,137
+138
| +14% | +$49.6K | 0.24% | 42 |
|
|
2021
Q3 | $331K | Buy |
+999
| New | +$331K | 0.22% | 43 |
|