Elevated Capital 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 | $735K | Hold |
1,485
| – | – | 0.21% | 152 |
|
|
2025
Q1 | $735K | Sell |
1,485
-108
| -7% | -$53.5K | 0.21% | 152 |
|
|
2024
Q4 | $831K | Sell |
1,593
-103
| -6% | -$53.8K | 0.23% | 129 |
|
|
2024
Q3 | $833K | Sell |
1,696
-4
| -0.2% | -$1.97K | 0.22% | 142 |
|
|
2024
Q2 | $756K | Buy |
1,700
+144
| +9% | +$64.1K | 0.21% | 130 |
|
|
2024
Q1 | $621K | Buy |
1,556
+42
| +3% | +$16.8K | 0.18% | 122 |
|
|
2023
Q4 | $511K | Buy |
1,514
+124
| +9% | +$41.8K | 0.16% | 128 |
|
|
2023
Q3 | $406K | Sell |
1,390
-16
| -1% | -$4.68K | 0.14% | 135 |
|
|
2023
Q2 | $481K | Buy |
1,406
+81
| +6% | +$27.7K | 0.16% | 135 |
|
|
2023
Q1 | $338K | Buy |
1,325
+55
| +4% | +$14.1K | 0.12% | 145 |
|
|
2022
Q4 | $337K | Buy |
+1,270
| New | +$337K | 0.13% | 134 |
|