Financial Engines Advisors’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 | $466K | Buy |
+857
| New | +$466K | ﹤0.01% | 392 |
|
|
2024
Q2 | – | Sell |
-685
| Closed | -$273K | – | 359 |
|
|
2024
Q1 | $273K | Buy |
685
+23
| +3% | +$9.18K | ﹤0.01% | 305 |
|
|
2023
Q4 | $223K | Buy |
+662
| New | +$223K | ﹤0.01% | 295 |
|
|
2023
Q3 | – | Sell |
-1,145
| Closed | -$392K | – | 290 |
|
|
2023
Q2 | $392K | Buy |
1,145
+22
| +2% | +$7.52K | ﹤0.01% | 226 |
|
|
2023
Q1 | $287K | Sell |
1,123
-77
| -6% | -$19.7K | ﹤0.01% | 253 |
|
|
2022
Q4 | $318K | Buy |
1,200
+54
| +5% | +$14.3K | ﹤0.01% | 244 |
|
|
2022
Q3 | $214K | Buy |
+1,146
| New | +$214K | ﹤0.01% | 272 |
|