Ellerson 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
Q2 | $897K | Hold |
1,650
| – | – | 0.63% | 32 |
|
|
2025
Q1 | $817K | Sell |
1,650
-60
| -4% | -$29.7K | 0.65% | 30 |
|
|
2024
Q4 | $893K | Sell |
1,710
-60
| -3% | -$31.3K | 0.65% | 28 |
|
|
2024
Q3 | $870K | Hold |
1,770
| – | – | 0.68% | 27 |
|
|
2024
Q2 | $787K | Hold |
1,770
| – | – | 0.6% | 28 |
|
|
2024
Q1 | $706K | Hold |
1,770
| – | – | 0.54% | 31 |
|
|
2023
Q4 | $597K | Hold |
1,770
| – | – | 0.52% | 30 |
|
|
2023
Q3 | $517K | Hold |
1,770
| – | – | 0.48% | 33 |
|
|
2023
Q2 | $605K | Buy |
1,770
+645
| +57% | +$221K | 0.58% | 31 |
|
|
2023
Q1 | $287K | Sell |
1,125
-645
| -36% | -$165K | 0.31% | 36 |
|
|
2022
Q4 | $470K | Buy |
+1,770
| New | +$470K | 0.5% | 35 |
|