Great Diamond 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 | $404K | Buy |
743
+60
| +9% | +$32.6K | 0.09% | 161 |
|
|
2025
Q1 | $338K | Sell |
683
-18
| -3% | -$8.92K | 0.09% | 134 |
|
|
2024
Q4 | $366K | Sell |
701
-5
| -0.7% | -$2.61K | 0.09% | 129 |
|
|
2024
Q3 | $347K | Sell |
706
-386
| -35% | -$190K | 0.09% | 137 |
|
|
2024
Q2 | $486K | Sell |
1,092
-14
| -1% | -$6.23K | 0.11% | 131 |
|
|
2024
Q1 | $441K | Sell |
1,106
-9
| -0.8% | -$3.59K | 0.1% | 140 |
|
|
2023
Q4 | $376K | Sell |
1,115
-38
| -3% | -$12.8K | 0.09% | 155 |
|
|
2023
Q3 | $337K | Sell |
1,153
-7
| -0.6% | -$2.05K | 0.09% | 162 |
|
|
2023
Q2 | $397K | Buy |
1,160
+44
| +4% | +$15K | 0.1% | 147 |
|
|
2023
Q1 | $285K | Sell |
1,116
-103
| -8% | -$26.3K | 0.08% | 175 |
|
|
2022
Q4 | $323K | Buy |
1,219
+14
| +1% | +$3.72K | 0.1% | 151 |
|
|
2022
Q3 | $225K | Buy |
1,205
+54
| +5% | +$10.1K | 0.08% | 185 |
|
|
2022
Q2 | $231K | Buy |
1,151
+206
| +22% | +$41.3K | 0.08% | 189 |
|
|
2022
Q1 | $285K | Sell |
945
-114
| -11% | -$34.4K | 0.08% | 179 |
|
|
2021
Q4 | $380K | Buy |
1,059
+54
| +5% | +$19.4K | 0.1% | 160 |
|
|
2021
Q3 | $333K | Sell |
1,005
-9
| -0.9% | -$2.98K | 0.09% | 157 |
|
|
2021
Q2 | $310K | Buy |
1,014
+129
| +15% | +$39.4K | 0.09% | 151 |
|
|
2021
Q1 | $217K | Sell |
885
-33
| -4% | -$8.09K | 0.07% | 188 |
|
|
2020
Q4 | $250K | Sell |
918
-39
| -4% | -$10.6K | 0.08% | 157 |
|
|
2020
Q3 | $226K | Buy |
+957
| New | +$226K | 0.08% | 150 |
|