Golden State Equity Partners’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 | $686K | Buy |
1,263
+54
| +4% | +$29.3K | 0.13% | 197 |
|
|
2025
Q1 | $599K | Buy |
1,209
+154
| +15% | +$76.3K | 0.12% | 212 |
|
|
2024
Q4 | $551K | Buy |
1,055
+658
| +166% | +$343K | 0.11% | 215 |
|
|
2024
Q3 | $195K | Sell |
397
-555
| -58% | -$273K | 0.1% | 188 |
|
|
2024
Q2 | $423K | Buy |
+952
| New | +$423K | 0.09% | 251 |
|
|
2023
Q4 | $491K | Buy |
1,454
+239
| +20% | +$80.6K | 0.12% | 192 |
|
|
2023
Q3 | $355K | Buy |
1,215
+604
| +99% | +$177K | 0.1% | 218 |
|
|
2023
Q2 | $209K | Buy |
+611
| New | +$209K | 0.06% | 343 |
|
|
2022
Q1 | $392K | Buy |
+1,301
| New | +$392K | 0.2% | 126 |
|