GLOBALT Investments’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 | $4.4M | Sell |
8,095
-337
| -4% | -$183K | 0.17% | 85 |
|
|
2025
Q1 | $4.18M | Buy |
8,432
+1,539
| +22% | +$762K | 0.17% | 84 |
|
|
2024
Q4 | $3.6M | Buy |
6,893
+84
| +1% | +$43.8K | 0.14% | 92 |
|
|
2024
Q3 | $3.35M | Buy |
6,809
+5,909
| +657% | +$2.9M | 0.13% | 91 |
|
|
2024
Q2 | $400K | Hold |
900
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $359K | Hold |
900
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $304K | Buy |
+900
| New | +$304K | 0.01% | 194 |
|