Financial Enhancement 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
Q1 | – | Sell |
-1,638
| Closed | -$884K | – | 117 |
|
|
2024
Q4 | $884K | Buy |
+1,638
| New | +$884K | 0.14% | 78 |
|
|
2024
Q3 | – | Sell |
-893
| Closed | -$403K | – | 127 |
|
|
2024
Q2 | $403K | Buy |
+893
| New | +$403K | 0.06% | 98 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 294 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 254 |
|
|
2020
Q1 | – | Sell |
-5,487
| Closed | -$1.08M | – | 294 |
|
|
2019
Q4 | $1.08M | Buy |
+5,487
| New | +$1.08M | 0.27% | 45 |
|
|
2019
Q2 | – | Sell |
-5,283
| Closed | -$1.01M | – | 307 |
|
|
2019
Q1 | $1.01M | Buy |
5,283
+2,994
| +131% | +$570K | 0.31% | 44 |
|
|
2018
Q4 | $438K | Hold |
2,289
| – | – | 0.14% | 68 |
|
|
2018
Q3 | $438K | Buy |
2,289
+570
| +33% | +$109K | 0.14% | 68 |
|
|
2018
Q2 | $274K | Buy |
+1,719
| New | +$274K | 0.09% | 71 |
|