Guerra Pan Advisors’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 | $1.22M | Hold |
2,236
| – | – | 0.8% | 35 |
|
|
2025
Q1 | $1.11M | Sell |
2,236
-26
| -1% | -$12.9K | 0.87% | 33 |
|
|
2024
Q4 | $1.18M | Hold |
2,262
| – | – | 0.85% | 32 |
|
|
2024
Q3 | $1.11M | Buy |
2,262
+19
| +0.8% | +$9.33K | 0.89% | 32 |
|
|
2024
Q2 | $998K | Buy |
2,243
+1,037
| +86% | +$461K | 0.84% | 34 |
|
|
2024
Q1 | $481K | Buy |
1,206
+309
| +34% | +$123K | 0.45% | 61 |
|
|
2023
Q4 | $303K | Buy |
897
+87
| +11% | +$29.4K | 0.29% | 79 |
|
|
2023
Q3 | $237K | Buy |
+810
| New | +$237K | 0.27% | 87 |
|