Financial Perspectives’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 | $593K | Hold |
1,091
| – | – | 0.18% | 76 |
|
|
2025
Q1 | $540K | Hold |
1,091
| – | – | 0.19% | 76 |
|
|
2024
Q4 | $569K | Hold |
1,091
| – | – | 0.19% | 75 |
|
|
2024
Q3 | $536K | Hold |
1,091
| – | – | 0.19% | 74 |
|
|
2024
Q2 | $485K | Hold |
1,091
| – | – | 0.18% | 73 |
|
|
2024
Q1 | $435K | Hold |
1,091
| – | – | 0.17% | 79 |
|
|
2023
Q4 | $368K | Hold |
1,091
| – | – | 0.15% | 86 |
|
|
2023
Q3 | $319K | Hold |
1,091
| – | – | 0.15% | 85 |
|
|
2023
Q2 | $373K | Hold |
1,091
| – | – | 0.16% | 80 |
|
|
2023
Q1 | $279K | Hold |
1,091
| – | – | 0.13% | 97 |
|
|
2022
Q4 | $289K | Hold |
1,091
| – | – | 0.15% | 91 |
|
|
2022
Q3 | $204K | Buy |
1,091
+11
| +1% | +$2.06K | 0.11% | 118 |
|
|
2022
Q2 | $217K | Hold |
1,080
| – | – | 0.12% | 110 |
|
|
2022
Q1 | $326K | Hold |
1,080
| – | – | 0.15% | 84 |
|
|
2021
Q4 | $388K | Hold |
1,080
| – | – | 0.18% | 71 |
|
|
2021
Q3 | $358K | Hold |
1,080
| – | – | 0.18% | 81 |
|
|
2021
Q2 | $331K | Sell |
1,080
-1,060,632
| -100% | -$325M | 0.16% | 92 |
|
|
2021
Q1 | $479K | Buy |
1,061,712
+1,060,632
| +98,207% | +$479K | 0.02% | 294 |
|
|
2020
Q4 | $295K | Hold |
1,080
| – | – | 0.17% | 87 |
|
|
2020
Q3 | $255K | Hold |
1,080
| – | – | 0.17% | 82 |
|
|
2020
Q2 | $205K | Hold |
1,080
| – | – | 0.15% | 82 |
|
|
2020
Q1 | $178K | Hold |
1,080
| – | – | 0.14% | 78 |
|
|
2019
Q4 | $213K | Buy |
+1,080
| New | +$213K | 0.15% | 80 |
|