Fortitude Advisory 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
Q2 | $589K | Buy |
1,084
+27
| +3% | +$14.7K | 0.34% | 60 |
|
|
2025
Q1 | $509K | Sell |
1,057
-6
| -0.6% | -$2.89K | 0.37% | 56 |
|
|
2024
Q4 | $555K | Hold |
1,063
| – | – | 0.33% | 61 |
|
|
2024
Q3 | $522K | Buy |
1,063
+21
| +2% | +$10.3K | 0.33% | 65 |
|
|
2024
Q2 | $464K | Buy |
1,042
+188
| +22% | +$83.6K | 0.28% | 71 |
|
|
2024
Q1 | $341K | Sell |
854
-21
| -2% | -$8.38K | 0.19% | 115 |
|
|
2023
Q4 | $295K | Sell |
875
-5
| -0.6% | -$1.69K | 0.18% | 134 |
|
|
2023
Q3 | $257K | Buy |
880
+9
| +1% | +$2.63K | 0.17% | 136 |
|
|
2023
Q2 | $298K | Sell |
871
-10
| -1% | -$3.42K | 0.22% | 112 |
|
|
2023
Q1 | $225K | Hold |
881
| – | – | 0.17% | 163 |
|
|
2022
Q4 | $234K | Buy |
+881
| New | +$234K | 0.2% | 154 |
|
|
2022
Q2 | – | Sell |
-1,025
| Closed | -$310K | – | 715 |
|
|
2022
Q1 | $310K | Buy |
1,025
+76
| +8% | +$23K | 0.17% | 111 |
|
|
2021
Q4 | $341K | Buy |
+949
| New | +$341K | 0.17% | 109 |
|