Financial Advocates Investment Management’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 | $470K | Sell |
865
-854
| -50% | -$464K | 0.04% | 373 |
|
|
2025
Q1 | $851K | Buy |
1,719
+53
| +3% | +$26.2K | 0.06% | 313 |
|
|
2024
Q4 | $870K | Sell |
1,666
-94
| -5% | -$49.1K | 0.05% | 331 |
|
|
2024
Q3 | $865K | Sell |
1,760
-5
| -0.3% | -$2.46K | 0.05% | 330 |
|
|
2024
Q2 | $785K | Buy |
1,765
+65
| +4% | +$28.9K | 0.05% | 340 |
|
|
2024
Q1 | $678K | Buy |
1,700
+65
| +4% | +$25.9K | 0.04% | 390 |
|
|
2023
Q4 | $552K | Buy |
1,635
+106
| +7% | +$35.8K | 0.04% | 409 |
|
|
2023
Q3 | $447K | Buy |
1,529
+31
| +2% | +$9.06K | 0.03% | 437 |
|
|
2023
Q2 | $512K | Sell |
1,498
-178
| -11% | -$60.9K | 0.04% | 395 |
|
|
2023
Q1 | $428K | Buy |
1,676
+54
| +3% | +$13.8K | 0.03% | 455 |
|
|
2022
Q4 | $430K | Buy |
+1,622
| New | +$430K | 0.03% | 470 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$321K | – | 785 |
|
|
2022
Q2 | $321K | Buy |
+1,600
| New | +$321K | 0.03% | 489 |
|