Harvest Portfolios Group’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 | $57.5M | Buy |
105,821
+8,998
| +9% | +$4.89M | 1.34% | 21 |
|
|
2025
Q1 | $48M | Sell |
96,823
-52
| -0.1% | -$25.8K | 1.42% | 25 |
|
|
2024
Q4 | $50.6M | Sell |
96,875
-6,823
| -7% | -$3.56M | 1.69% | 24 |
|
|
2024
Q3 | $50.9M | Sell |
103,698
-21,174
| -17% | -$10.4M | 1.69% | 24 |
|
|
2024
Q2 | $55.5M | Sell |
124,872
-17,823
| -12% | -$7.93M | 2.12% | 8 |
|
|
2024
Q1 | $56.9M | Sell |
142,695
-10,267
| -7% | -$4.1M | 2.22% | 8 |
|
|
2023
Q4 | $51.6M | Sell |
152,962
-22,302
| -13% | -$7.52M | 2.19% | 18 |
|
|
2023
Q3 | $51.2M | Buy |
175,264
+19,564
| +13% | +$5.72M | 2.42% | 12 |
|
|
2023
Q2 | $53.2M | Sell |
155,700
-44,636
| -22% | -$15.3M | 2.44% | 5 |
|
|
2023
Q1 | $51.2M | Buy |
200,336
+20,209
| +11% | +$5.16M | 2.51% | 11 |
|
|
2022
Q4 | $47.8M | Buy |
+180,127
| New | +$47.8M | 2.75% | 9 |
|