GoalVest Advisory’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 | $1.72M | Buy |
3,164
+201
| +7% | +$109K | 0.43% | 39 |
|
|
2025
Q1 | $1.47M | Buy |
2,963
+2,840
| +2,309% | +$1.41M | 0.4% | 51 |
|
|
2024
Q4 | $64.2K | Hold |
123
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $60.4K | Hold |
123
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $54.7K | Sell |
123
-11
| -8% | -$4.89K | 0.02% | 170 |
|
|
2024
Q1 | $53.5K | Buy |
134
+11
| +9% | +$4.39K | 0.02% | 192 |
|
|
2023
Q4 | $41.5K | Hold |
123
| – | – | 0.02% | 151 |
|
|
2023
Q3 | $36K | Hold |
123
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $42.1K | Hold |
123
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $31.4K | Hold |
123
| – | – | 0.02% | 140 |
|
|
2022
Q4 | $32.6K | Hold |
123
| – | – | 0.02% | 127 |
|
|
2022
Q3 | $23K | Sell |
123
-7
| -5% | -$1.31K | 0.02% | 147 |
|
|
2022
Q2 | $27K | Sell |
130
-1,647
| -93% | -$342K | 0.02% | 201 |
|
|
2022
Q1 | $536K | Buy |
+1,777
| New | +$536K | 0.3% | 84 |
|
|
2021
Q2 | $719K | Sell |
2,346
-687
| -23% | -$211K | 0.45% | 62 |
|
|
2021
Q1 | $747K | Buy |
3,033
+381
| +14% | +$93.8K | 0.56% | 61 |
|
|
2020
Q4 | $723K | Buy |
+2,652
| New | +$723K | 0.61% | 52 |
|