Freestone Capital Holdings’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 | $7.5M | Buy |
13,800
+6,540
| +90% | +$3.55M | 0.25% | 69 |
|
|
2025
Q1 | $3.6M | Sell |
7,260
-275
| -4% | -$136K | 0.13% | 115 |
|
|
2024
Q4 | $3.93M | Buy |
7,535
+72
| +1% | +$37.6K | 0.14% | 103 |
|
|
2024
Q3 | $3.67M | Sell |
7,463
-71
| -0.9% | -$34.9K | 0.13% | 117 |
|
|
2024
Q2 | $3.35M | Buy |
7,534
+63
| +0.8% | +$28K | 0.12% | 116 |
|
|
2024
Q1 | $2.98M | Buy |
7,471
+208
| +3% | +$83K | 0.11% | 133 |
|
|
2023
Q4 | $2.45M | Buy |
7,263
+485
| +7% | +$164K | 0.11% | 139 |
|
|
2023
Q3 | $1.98M | Buy |
6,778
+1,545
| +30% | +$452K | 0.1% | 140 |
|
|
2023
Q2 | $1.79M | Buy |
5,233
+577
| +12% | +$197K | 0.07% | 146 |
|
|
2023
Q1 | $1.19M | Sell |
4,656
-16
| -0.3% | -$4.09K | 0.05% | 176 |
|
|
2022
Q4 | $1.24M | Buy |
4,672
+73
| +2% | +$19.4K | 0.06% | 173 |
|
|
2022
Q3 | $862K | Buy |
4,599
+298
| +7% | +$55.9K | 0.04% | 210 |
|
|
2022
Q2 | $863K | Buy |
4,301
+177
| +4% | +$35.5K | 0.03% | 218 |
|
|
2022
Q1 | $1.24M | Buy |
4,124
+2,695
| +189% | +$813K | 0.05% | 228 |
|
|
2021
Q4 | $513K | Buy |
+1,429
| New | +$513K | 0.02% | 310 |
|
|
2021
Q1 | – | Sell |
-315
| Closed | -$85.9K | – | 738 |
|
|
2020
Q4 | $85.9K | Buy |
315
+45
| +17% | +$12.3K | 0.01% | 459 |
|
|
2020
Q3 | $63.9K | Buy |
+270
| New | +$63.9K | ﹤0.01% | 450 |
|
|
2019
Q1 | – | Sell |
-1,365
| Closed | -$218K | – | 382 |
|
|
2018
Q4 | $218K | Buy |
+1,365
| New | +$218K | 0.01% | 379 |
|
|
2013
Q4 | – | Sell |
-9,000
| Closed | -$496K | – | 322 |
|
|
2013
Q3 | $496K | Buy |
+9,000
| New | +$496K | 0.09% | 220 |
|