FourThought Financial Partners’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 | $213K | Buy |
+392
| New | +$213K | 0.02% | 284 |
|
2025
Q1 | – | Sell |
-2,218
| Closed | -$1.16M | – | 326 |
|
2024
Q4 | $1.16M | Buy |
+2,218
| New | +$1.16M | 0.12% | 121 |
|
2024
Q2 | – | Sell |
-2,517
| Closed | -$1M | – | 251 |
|
2024
Q1 | $1M | Sell |
2,517
-67
| -3% | -$26.7K | 0.12% | 129 |
|
2023
Q4 | $872K | Buy |
2,584
+15
| +0.6% | +$5.06K | 0.11% | 140 |
|
2023
Q3 | $751K | Sell |
2,569
-143
| -5% | -$41.8K | 0.1% | 142 |
|
2023
Q2 | $927K | Sell |
2,712
-79
| -3% | -$27K | 0.12% | 132 |
|
2023
Q1 | $713K | Sell |
2,791
-123
| -4% | -$31.4K | 0.1% | 147 |
|
2022
Q4 | $773K | Buy |
+2,914
| New | +$773K | 0.11% | 138 |
|