HB Wealth Management’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 | $13.6M | Sell |
24,978
-133
| -0.5% | -$72.3K | 0.11% | 102 |
|
|
2025
Q1 | $12.4M | Buy |
25,111
+15,203
| +153% | +$7.53M | 0.1% | 109 |
|
|
2024
Q4 | $5.17M | Buy |
9,908
+874
| +10% | +$456K | 0.05% | 163 |
|
|
2024
Q3 | $4.44M | Buy |
9,034
+2,263
| +33% | +$1.11M | 0.05% | 170 |
|
|
2024
Q2 | $3.01M | Buy |
6,771
+791
| +13% | +$352K | 0.04% | 203 |
|
|
2024
Q1 | $2.39M | Buy |
5,980
+580
| +11% | +$231K | 0.03% | 216 |
|
|
2023
Q4 | $1.82M | Sell |
5,400
-80
| -1% | -$27K | 0.03% | 239 |
|
|
2023
Q3 | $1.6M | Buy |
5,480
+1,694
| +45% | +$495K | 0.03% | 237 |
|
|
2023
Q2 | $1.29M | Buy |
3,786
+392
| +12% | +$134K | 0.02% | 255 |
|
|
2023
Q1 | $867K | Buy |
3,394
+53
| +2% | +$13.5K | 0.02% | 305 |
|
|
2022
Q4 | $887K | Buy |
3,341
+811
| +32% | +$215K | 0.02% | 299 |
|
|
2022
Q3 | $474K | Buy |
2,530
+621
| +33% | +$116K | 0.01% | 345 |
|
|
2022
Q2 | $383K | Buy |
1,909
+502
| +36% | +$101K | 0.01% | 393 |
|
|
2022
Q1 | $424K | Buy |
1,407
+252
| +22% | +$75.9K | 0.01% | 376 |
|
|
2021
Q4 | $415K | Buy |
+1,155
| New | +$415K | 0.01% | 333 |
|