Everhart Financial 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 | $1.85M | Buy |
3,403
+132
| +4% | +$71.7K | 0.21% | 62 |
|
|
2025
Q1 | $1.62M | Buy |
3,271
+75
| +2% | +$37.1K | 0.22% | 59 |
|
|
2024
Q4 | $1.67M | Buy |
3,196
+150
| +5% | +$78.3K | 0.34% | 51 |
|
|
2024
Q3 | $1.5M | Buy |
3,046
+368
| +14% | +$181K | 0.33% | 52 |
|
|
2024
Q2 | $1.19M | Buy |
2,678
+372
| +16% | +$165K | 0.31% | 57 |
|
|
2024
Q1 | $920K | Buy |
2,306
+355
| +18% | +$142K | 0.27% | 76 |
|
|
2023
Q4 | $658K | Buy |
1,951
+501
| +35% | +$169K | 0.23% | 90 |
|
|
2023
Q3 | $424K | Buy |
1,450
+196
| +16% | +$57.3K | 0.18% | 108 |
|
|
2023
Q2 | $429K | Buy |
1,254
+193
| +18% | +$66K | 0.18% | 111 |
|
|
2023
Q1 | $271K | Sell |
1,061
-128
| -11% | -$32.7K | 0.12% | 151 |
|
|
2022
Q4 | $316K | Sell |
1,189
-247
| -17% | -$65.5K | 0.16% | 116 |
|
|
2022
Q3 | $269K | Buy |
1,436
+296
| +26% | +$55.4K | 0.15% | 142 |
|
|
2022
Q2 | $229K | Buy |
+1,140
| New | +$229K | 0.14% | 155 |
|