Harfst & Associates’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 | $1.64M | Buy |
3,019
+1,663
| +123% | +$904K | 0.34% | 59 |
|
2025
Q1 | $672K | Buy |
+1,356
| New | +$672K | 0.16% | 78 |
|
2021
Q1 | – | Sell |
-2,370
| Closed | -$646K | – | 141 |
|
2020
Q4 | $646K | Buy |
2,370
+867
| +58% | +$236K | 0.24% | 75 |
|
2020
Q3 | $355K | Buy |
1,503
+48
| +3% | +$11.3K | 0.15% | 86 |
|
2020
Q2 | $276K | Buy |
1,455
+18
| +1% | +$3.41K | 0.12% | 92 |
|
2020
Q1 | $237K | Buy |
1,437
+18
| +1% | +$2.97K | 0.12% | 88 |
|
2019
Q4 | $279K | Sell |
1,419
-15
| -1% | -$2.95K | 0.11% | 85 |
|
2019
Q3 | $258K | Buy |
1,434
+96
| +7% | +$17.3K | 0.11% | 84 |
|
2019
Q2 | $233K | Hold |
1,338
| – | – | 0.1% | 87 |
|
2019
Q1 | $254K | Buy |
1,338
+48
| +4% | +$9.11K | 0.11% | 86 |
|
2018
Q4 | $205K | Buy |
1,290
+30
| +2% | +$4.77K | 0.1% | 86 |
|
2018
Q3 | $241K | Buy |
+1,260
| New | +$241K | 0.1% | 77 |
|