Equitable Holdings’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 | $3.93M | Buy |
7,230
+1,183
| +20% | +$643K | 0.03% | 383 |
|
2025
Q1 | $2.99M | Buy |
6,047
+875
| +17% | +$433K | 0.03% | 414 |
|
2024
Q4 | $2.7M | Buy |
5,172
+14
| +0.3% | +$7.31K | 0.03% | 411 |
|
2024
Q3 | $2.53M | Buy |
5,158
+405
| +9% | +$199K | 0.02% | 426 |
|
2024
Q2 | $2.11M | Buy |
4,753
+306
| +7% | +$136K | 0.02% | 443 |
|
2024
Q1 | $1.77M | Sell |
4,447
-273
| -6% | -$109K | 0.02% | 478 |
|
2023
Q4 | $1.59M | Sell |
4,720
-88
| -2% | -$29.7K | 0.02% | 470 |
|
2023
Q3 | $1.41M | Buy |
4,808
+912
| +23% | +$267K | 0.02% | 453 |
|
2023
Q2 | $1.33M | Buy |
+3,896
| New | +$1.33M | 0.02% | 446 |
|