Evergreen Private Wealth’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 | $35.9K | Buy |
66
+12
| +22% | +$6.52K | 0.02% | 123 |
|
|
2025
Q1 | $26.7K | Hold |
54
| – | – | 0.01% | 129 |
|
|
2024
Q4 | $28.2K | Hold |
54
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $26.5K | Hold |
54
| – | – | 0.01% | 137 |
|
|
2024
Q2 | $24K | Hold |
54
| – | – | 0.01% | 138 |
|
|
2024
Q1 | $21.6K | Hold |
54
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $18.2K | Buy |
+54
| New | +$18.2K | 0.01% | 153 |
|