Evoke 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 | $875K | Buy |
1,611
+428
| +36% | +$233K | 0.02% | 245 |
|
|
2025
Q1 | $586K | Buy |
1,183
+96
| +9% | +$47.5K | 0.02% | 255 |
|
|
2024
Q4 | $567K | Buy |
1,087
+313
| +40% | +$163K | 0.02% | 245 |
|
|
2024
Q3 | $380K | Buy |
+774
| New | +$380K | 0.01% | 299 |
|
|
2024
Q2 | – | Sell |
-640
| Closed | -$255K | – | 236 |
|
|
2024
Q1 | $255K | Buy |
+640
| New | +$255K | 0.01% | 343 |
|
|
2023
Q3 | – | Sell |
-873
| Closed | -$299K | – | 388 |
|
|
2023
Q2 | $299K | Buy |
+873
| New | +$299K | 0.01% | 288 |
|
|
2022
Q4 | – | Sell |
-611
| Closed | -$115K | – | 750 |
|
|
2022
Q3 | $115K | Sell |
611
-142
| -19% | -$26.7K | ﹤0.01% | 392 |
|
|
2022
Q2 | $151K | Sell |
753
-248
| -25% | -$49.7K | 0.01% | 352 |
|
|
2022
Q1 | $302K | Buy |
1,001
+122
| +14% | +$36.8K | 0.01% | 290 |
|
|
2021
Q4 | $316K | Buy |
879
+702
| +397% | +$252K | 0.01% | 300 |
|
|
2021
Q3 | $58K | Sell |
177
-48
| -21% | -$15.7K | ﹤0.01% | 493 |
|
|
2021
Q2 | $69K | Buy |
225
+15
| +7% | +$4.6K | ﹤0.01% | 491 |
|
|
2021
Q1 | $52K | Buy |
210
+96
| +84% | +$23.8K | ﹤0.01% | 449 |
|
|
2020
Q4 | $31K | Hold |
114
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $27K | Hold |
114
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $22K | Sell |
114
-15
| -12% | -$2.9K | ﹤0.01% | 447 |
|
|
2020
Q1 | $21.3K | Sell |
129
-93
| -42% | -$15.4K | ﹤0.01% | 431 |
|
|
2019
Q4 | $43.7K | Sell |
222
-18
| -8% | -$3.55K | 0.01% | 444 |
|
|
2019
Q3 | $43.2K | Buy |
+240
| New | +$43.2K | 0.01% | 497 |
|