Hemington 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 | $126K | Sell |
232
-1,890
| -89% | -$1.03M | 0.02% | 196 |
|
|
2025
Q1 | $1.05M | Buy |
2,122
+35
| +2% | +$17.3K | 0.16% | 49 |
|
|
2024
Q4 | $1.09M | Sell |
2,087
-24
| -1% | -$12.5K | 0.27% | 46 |
|
|
2024
Q3 | $1.06M | Sell |
2,111
-20
| -0.9% | -$10.1K | 0.29% | 43 |
|
|
2024
Q2 | $947K | Sell |
2,131
-489
| -19% | -$217K | 0.32% | 43 |
|
|
2024
Q1 | $1.05M | Sell |
2,620
-489
| -16% | -$195K | 0.38% | 40 |
|
|
2023
Q4 | $1.05M | Hold |
3,109
| – | – | 0.4% | 34 |
|
|
2023
Q3 | $908K | Sell |
3,109
-54
| -2% | -$15.8K | 0.43% | 31 |
|
|
2023
Q2 | $1.08M | Sell |
3,163
-981
| -24% | -$335K | 0.44% | 31 |
|
|
2023
Q1 | $1.06M | Buy |
+4,144
| New | +$1.06M | 0.43% | 30 |
|