Fulton Breakefield Broenniman’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
$727K Buy
1,338
+6
+0.5% +$3.26K 0.05% 107
2025
Q1
$660K Sell
1,332
-7
-0.5% -$3.47K 0.05% 99
2024
Q4
$699K Sell
1,339
-23
-2% -$12K 0.05% 104
2024
Q3
$669K Sell
1,362
-96
-7% -$47.2K 0.05% 101
2024
Q2
$649K Sell
1,458
-188
-11% -$83.6K 0.05% 101
2024
Q1
$657K Buy
1,646
+34
+2% +$13.6K 0.05% 102
2023
Q4
$544K Sell
1,612
-30
-2% -$10.1K 0.04% 106
2023
Q3
$480K Sell
1,642
-5
-0.3% -$1.46K 0.04% 108
2023
Q2
$563K Sell
1,647
-7
-0.4% -$2.39K 0.05% 108
2023
Q1
$423K Sell
1,654
-43
-3% -$11K 0.04% 122
2022
Q4
$450K Buy
1,697
+85
+5% +$22.6K 0.04% 118
2022
Q3
$302K Buy
1,612
+195
+14% +$36.5K 0.03% 136
2022
Q2
$284K Sell
1,417
-65
-4% -$13K 0.02% 145
2022
Q1
$447K Buy
+1,482
New +$447K 0.04% 107