Herold Advisors’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 | $3.5M | Hold |
6,450
| – | – | 0.73% | 33 |
|
|
2025
Q1 | $3.19M | Hold |
6,450
| – | – | 0.7% | 34 |
|
|
2024
Q4 | $3.37M | Hold |
6,450
| – | – | 0.73% | 33 |
|
|
2024
Q3 | $3.17M | Hold |
6,450
| – | – | 0.69% | 38 |
|
|
2024
Q2 | $2.87M | Sell |
6,450
-1,500
| -19% | -$667K | 0.66% | 37 |
|
|
2024
Q1 | $3.17M | Hold |
7,950
| – | – | 0.77% | 33 |
|
|
2023
Q4 | $2.68M | Hold |
7,950
| – | – | 0.74% | 40 |
|
|
2023
Q3 | $2.32M | Hold |
7,950
| – | – | 0.71% | 37 |
|
|
2023
Q2 | $2.72M | Hold |
7,950
| – | – | 0.83% | 27 |
|
|
2023
Q1 | $2.03M | Hold |
7,950
| – | – | 0.7% | 37 |
|
|
2022
Q4 | $2.11M | Hold |
7,950
| – | – | 0.89% | 32 |
|
|
2022
Q3 | $1.49M | Hold |
7,950
| – | – | 0.72% | 47 |
|
|
2022
Q2 | $1.6M | Hold |
7,950
| – | – | 0.71% | 42 |
|
|
2022
Q1 | $2.4M | Hold |
7,950
| – | – | 0.85% | 26 |
|
|
2021
Q4 | $2.86M | Hold |
7,950
| – | – | 1.11% | 19 |
|
|
2021
Q3 | $2.63M | Buy |
+7,950
| New | +$2.63M | 1.02% | 16 |
|