IFG Advisory’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 | $296K | Buy |
544
+9
| +2% | +$4.89K | 0.01% | 611 |
|
|
2025
Q1 | $265K | Sell |
535
-60
| -10% | -$29.7K | 0.01% | 594 |
|
|
2024
Q4 | $311K | Buy |
+595
| New | +$311K | 0.02% | 535 |
|
|
2024
Q3 | – | Sell |
-728
| Closed | -$324K | – | 502 |
|
|
2024
Q2 | $324K | Buy |
+728
| New | +$324K | 0.02% | 494 |
|
|
2024
Q1 | – | Sell |
-982
| Closed | -$331K | – | 474 |
|
|
2023
Q4 | $331K | Buy |
+982
| New | +$331K | 0.02% | 457 |
|
|
2022
Q2 | – | Sell |
-666
| Closed | -$200K | – | 496 |
|
|
2022
Q1 | $200K | Sell |
666
-5
| -0.7% | -$1.5K | 0.02% | 473 |
|
|
2021
Q4 | $241K | Sell |
671
-73
| -10% | -$26.2K | 0.02% | 441 |
|
|
2021
Q3 | $246K | Buy |
744
+45
| +6% | +$14.9K | 0.03% | 427 |
|
|
2021
Q2 | $214K | Buy |
+699
| New | +$214K | 0.02% | 447 |
|
|
2020
Q4 | – | Sell |
-882
| Closed | -$208K | – | 451 |
|
|
2020
Q3 | $208K | Buy |
+882
| New | +$208K | 0.03% | 391 |
|
|
2020
Q1 | – | Sell |
-1,344
| Closed | -$264K | – | 390 |
|
|
2019
Q4 | $264K | Sell |
1,344
-276
| -17% | -$54.2K | 0.05% | 338 |
|
|
2019
Q3 | $291K | Sell |
1,620
-102
| -6% | -$18.3K | 0.06% | 310 |
|
|
2019
Q2 | $301K | Buy |
1,722
+375
| +28% | +$65.5K | 0.05% | 273 |
|
|
2019
Q1 | $256K | Buy |
+1,347
| New | +$256K | 0.05% | 286 |
|