Envestnet Portfolio Solutions’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
40,755
+8,355
| +26% | +$4.54M | 0.08% | 122 |
|
|
2025
Q1 | $16M | Sell |
32,400
-5,940
| -15% | -$2.94M | 0.06% | 150 |
|
|
2024
Q4 | $20M | Sell |
38,340
-1,532
| -4% | -$800K | 0.07% | 134 |
|
|
2024
Q3 | $19.6M | Sell |
39,872
-1,261
| -3% | -$619K | 0.06% | 148 |
|
|
2024
Q2 | $18.3M | Sell |
41,133
-1,671
| -4% | -$743K | 0.06% | 149 |
|
|
2024
Q1 | $17.1M | Buy |
42,804
+5,941
| +16% | +$2.37M | 0.06% | 157 |
|
|
2023
Q4 | $12.4M | Buy |
36,863
+4,356
| +13% | +$1.47M | 0.05% | 183 |
|
|
2023
Q3 | $9.5M | Buy |
+32,507
| New | +$9.5M | 0.04% | 193 |
|