First Dallas Securities’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 | $489K | Hold |
900
| – | – | 0.19% | 83 |
|
|
2025
Q1 | $446K | Hold |
900
| – | – | 0.19% | 82 |
|
|
2024
Q4 | $470K | Sell |
900
-250
| -22% | -$131K | 0.19% | 87 |
|
|
2024
Q3 | $565K | Sell |
1,150
-100
| -8% | -$49.1K | 0.24% | 76 |
|
|
2024
Q2 | $556K | Hold |
1,250
| – | – | 0.24% | 77 |
|
|
2024
Q1 | $499K | Sell |
1,250
-5
| -0.4% | -$2K | 0.23% | 84 |
|
|
2023
Q4 | $423K | Buy |
+1,255
| New | +$423K | 0.22% | 89 |
|
|
2023
Q3 | – | Sell |
-655
| Closed | -$224K | – | 160 |
|
|
2023
Q2 | $224K | Buy |
+655
| New | +$224K | 0.13% | 119 |
|