Focus Partners Wealth’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 | $44.8M | Buy |
82,467
+3,161
| +4% | +$1.72M | 0.1% | 198 |
|
|
2025
Q1 | $39.3M | Buy |
79,306
+4,350
| +6% | +$2.15M | 0.1% | 205 |
|
|
2024
Q4 | $39.1M | Buy |
74,956
+3,382
| +5% | +$1.77M | 0.1% | 193 |
|
|
2024
Q3 | $35.2M | Buy |
71,574
+31,705
| +80% | +$15.6M | 0.11% | 184 |
|
|
2024
Q2 | $17.7M | Buy |
39,869
+3,650
| +10% | +$1.62M | 0.06% | 267 |
|
|
2024
Q1 | $14.5M | Buy |
36,219
+15,763
| +77% | +$6.29M | 0.12% | 176 |
|
|
2023
Q4 | $6.9M | Buy |
+20,456
| New | +$6.9M | 0.09% | 189 |
|