GeoWealth 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 | $1.12M | Sell |
2,054
-257
| -11% | -$140K | 0.04% | 227 |
|
|
2025
Q1 | $1.14M | Sell |
2,311
-934
| -29% | -$463K | 0.05% | 231 |
|
|
2024
Q4 | $1.69M | Buy |
3,245
+48
| +2% | +$25.1K | 0.06% | 198 |
|
|
2024
Q3 | $1.57M | Sell |
3,197
-128
| -4% | -$62.9K | 0.06% | 222 |
|
|
2024
Q2 | $1.48M | Buy |
3,325
+317
| +11% | +$141K | 0.06% | 201 |
|
|
2024
Q1 | $1.2M | Buy |
3,008
+782
| +35% | +$312K | 0.05% | 259 |
|
|
2023
Q4 | $751K | Buy |
+2,226
| New | +$751K | 0.06% | 255 |
|