Holistic Financial Partners’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 | $307K | Buy |
565
+8
| +1% | +$4.35K | 0.13% | 89 |
|
|
2025
Q1 | $276K | Sell |
557
-2
| -0.4% | -$991 | 0.13% | 89 |
|
|
2024
Q4 | $292K | Buy |
559
+1
| +0.2% | +$522 | 0.14% | 88 |
|
|
2024
Q3 | $274K | Buy |
558
+35
| +7% | +$17.2K | 0.13% | 92 |
|
|
2024
Q2 | $233K | Buy |
523
+4
| +0.8% | +$1.78K | 0.12% | 101 |
|
|
2024
Q1 | $207K | Buy |
+519
| New | +$207K | 0.11% | 125 |
|
|
2018
Q2 | – | Sell |
-225
| Closed | -$31K | – | 199 |
|
|
2018
Q1 | $31K | Hold |
225
| – | – | 0.03% | 249 |
|
|
2017
Q4 | $27K | Buy |
+225
| New | +$27K | 0.02% | 255 |
|