Freedom Investment Management’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 | $1M | Buy |
1,849
+8
| +0.4% | +$4.35K | 0.08% | 245 |
|
|
2025
Q1 | $912K | Sell |
1,841
-147
| -7% | -$72.8K | 0.08% | 265 |
|
|
2024
Q4 | $1.04M | Sell |
1,988
-17
| -0.8% | -$8.87K | 0.09% | 221 |
|
|
2024
Q3 | $985K | Hold |
2,005
| – | – | 0.08% | 245 |
|
|
2024
Q2 | $892K | Sell |
2,005
-135
| -6% | -$60.1K | 0.07% | 269 |
|
|
2024
Q1 | $854K | Sell |
2,140
-83
| -4% | -$33.1K | 0.07% | 288 |
|
|
2023
Q4 | $750K | Sell |
2,223
-260
| -10% | -$87.7K | 0.06% | 339 |
|
|
2023
Q3 | $726K | Buy |
2,483
+651
| +36% | +$190K | 0.09% | 287 |
|
|
2023
Q2 | $626K | Buy |
1,832
+116
| +7% | +$39.7K | 0.07% | 341 |
|
|
2023
Q1 | $438K | Sell |
1,716
-38
| -2% | -$9.71K | 0.05% | 436 |
|
|
2022
Q4 | $465K | Sell |
1,754
-16
| -0.9% | -$4.25K | 0.05% | 457 |
|
|
2022
Q3 | $332K | Sell |
1,770
-218
| -11% | -$40.9K | 0.04% | 544 |
|
|
2022
Q2 | $399K | Buy |
1,988
+1,249
| +169% | +$251K | 0.04% | 521 |
|
|
2022
Q1 | $223K | Sell |
739
-587
| -44% | -$177K | 0.02% | 701 |
|
|
2021
Q4 | $477K | Buy |
1,326
+693
| +109% | +$249K | 0.03% | 535 |
|
|
2021
Q3 | $210K | Buy |
+633
| New | +$210K | 0.02% | 753 |
|
|
2018
Q1 | – | Sell |
-4,557
| Closed | -$555K | – | 1164 |
|
|
2017
Q4 | $555K | Buy |
4,557
+885
| +24% | +$108K | 0.03% | 586 |
|
|
2017
Q3 | $427K | Buy |
3,672
+540
| +17% | +$62.8K | 0.02% | 671 |
|
|
2017
Q2 | $326K | Buy |
+3,132
| New | +$326K | 0.02% | 750 |
|
|
2016
Q2 | – | Sell |
-3,519
| Closed | -$235K | – | 864 |
|
|
2016
Q1 | $235K | Buy |
+3,519
| New | +$235K | 0.02% | 671 |
|