Heirloom 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 | $245K | Sell |
450
-14
| -3% | -$7.61K | 0.06% | 40 |
|
|
2025
Q1 | $230K | Hold |
464
| – | – | 0.07% | 40 |
|
|
2024
Q4 | $242K | Hold |
464
| – | – | 0.07% | 42 |
|
|
2024
Q3 | $228K | Hold |
464
| – | – | 0.07% | 42 |
|
|
2024
Q2 | $206K | Buy |
+464
| New | +$206K | 0.07% | 46 |
|
|
2022
Q2 | $210K | Buy |
+900
| New | +$210K | 0.17% | 30 |
|