Focus Financial Network’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 | $800K | Buy |
1,471
+122
| +9% | +$66.3K | 0.03% | 334 |
|
|
2025
Q1 | $668K | Sell |
1,349
-142
| -10% | -$70.3K | 0.03% | 358 |
|
|
2024
Q4 | $778K | Buy |
1,491
+218
| +17% | +$114K | 0.03% | 322 |
|
|
2024
Q3 | $626K | Buy |
1,273
+160
| +14% | +$78.6K | 0.03% | 357 |
|
|
2024
Q2 | $475K | Sell |
1,113
-731
| -40% | -$312K | 0.02% | 410 |
|
|
2024
Q1 | $687K | Buy |
1,844
+80
| +5% | +$29.8K | 0.03% | 311 |
|
|
2023
Q4 | $595K | Hold |
1,764
| – | – | 0.02% | 418 |
|
|
2023
Q3 | $516K | Buy |
1,764
+62
| +4% | +$18.1K | 0.03% | 351 |
|
|
2023
Q2 | $582K | Sell |
1,702
-13
| -0.8% | -$4.45K | 0.03% | 332 |
|
|
2023
Q1 | $438K | Buy |
1,715
+3
| +0.2% | +$767 | 0.03% | 377 |
|
|
2022
Q4 | $454K | Buy |
1,712
+5
| +0.3% | +$1.33K | 0.04% | 306 |
|
|
2022
Q3 | $320K | Buy |
1,707
+32
| +2% | +$6K | 0.03% | 360 |
|
|
2022
Q2 | $336K | Sell |
1,675
-107
| -6% | -$21.5K | 0.03% | 361 |
|
|
2022
Q1 | $538K | Buy |
+1,782
| New | +$538K | 0.04% | 293 |
|
|
2021
Q1 | – | Sell |
-1,566
| Closed | -$427K | – | 454 |
|
|
2020
Q4 | $427K | Buy |
1,566
+9
| +0.6% | +$2.45K | 0.04% | 287 |
|
|
2020
Q3 | $368K | Buy |
1,557
+135
| +9% | +$31.9K | 0.03% | 303 |
|
|
2020
Q2 | $270K | Buy |
1,422
+12
| +0.9% | +$2.28K | 0.03% | 323 |
|
|
2020
Q1 | $233K | Buy |
1,410
+54
| +4% | +$8.91K | 0.03% | 317 |
|
|
2019
Q4 | $267K | Hold |
1,356
| – | – | 0.03% | 336 |
|
|
2019
Q3 | $244K | Sell |
1,356
-168
| -11% | -$30.2K | 0.03% | 335 |
|
|
2019
Q2 | $266K | Buy |
1,524
+21
| +1% | +$3.67K | 0.04% | 310 |
|
|
2019
Q1 | $286K | Buy |
+1,503
| New | +$286K | 0.05% | 286 |
|