Founders Financial 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 | $1.26M | Buy |
2,314
+3
| +0.1% | +$1.63K | 0.1% | 203 |
|
|
2025
Q1 | $1.19M | Buy |
2,311
+238
| +11% | +$122K | 0.1% | 196 |
|
|
2024
Q4 | $1.08M | Sell |
2,073
-10
| -0.5% | -$5.22K | 0.1% | 173 |
|
|
2024
Q3 | $1.02M | Sell |
2,083
-56
| -3% | -$27.5K | 0.09% | 184 |
|
|
2024
Q2 | $952K | Buy |
2,139
+205
| +11% | +$91.2K | 0.09% | 188 |
|
|
2024
Q1 | $772K | Sell |
1,934
-551
| -22% | -$220K | 0.08% | 199 |
|
|
2023
Q4 | $838K | Buy |
2,485
+856
| +53% | +$289K | 0.09% | 189 |
|
|
2023
Q3 | $476K | Buy |
1,629
+144
| +10% | +$42.1K | 0.06% | 221 |
|
|
2023
Q2 | $508K | Buy |
1,485
+92
| +7% | +$31.5K | 0.07% | 211 |
|
|
2023
Q1 | $356K | Buy |
1,393
+79
| +6% | +$20.2K | 0.05% | 246 |
|
|
2022
Q4 | $349K | Buy |
1,314
+7
| +0.5% | +$1.86K | 0.05% | 237 |
|
|
2022
Q3 | $245K | Sell |
1,307
-17
| -1% | -$3.19K | 0.04% | 261 |
|
|
2022
Q2 | $266K | Buy |
1,324
+15
| +1% | +$3.01K | 0.05% | 210 |
|
|
2022
Q1 | $395K | Buy |
1,309
+279
| +27% | +$84.2K | 0.07% | 192 |
|
|
2021
Q4 | $370K | Buy |
+1,030
| New | +$370K | 0.07% | 195 |
|
|
2021
Q3 | – | Sell |
-825
| Closed | -$253K | – | 280 |
|
|
2021
Q2 | $253K | Sell |
825
-54
| -6% | -$16.6K | 0.05% | 252 |
|
|
2021
Q1 | $217K | Buy |
879
+108
| +14% | +$26.7K | 0.05% | 241 |
|
|
2020
Q4 | $210K | Sell |
771
-246
| -24% | -$67K | 0.05% | 220 |
|
|
2020
Q3 | $241K | Sell |
1,017
-678
| -40% | -$161K | 0.08% | 144 |
|
|
2020
Q2 | $339K | Buy |
1,695
+336
| +25% | +$67.2K | 0.11% | 123 |
|
|
2020
Q1 | $224K | Buy |
+1,359
| New | +$224K | 0.08% | 117 |
|