IHT Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
2,827
+405
| +17% | +$220K | 0.04% | 376 |
|
|
2025
Q1 | $1.2M | Buy |
2,422
+355
| +17% | +$176K | 0.04% | 425 |
|
|
2024
Q4 | $1.08M | Sell |
2,067
-360
| -15% | -$188K | 0.03% | 435 |
|
|
2024
Q3 | $1.19M | Buy |
2,427
+613
| +34% | +$300K | 0.03% | 457 |
|
|
2024
Q2 | $807K | Buy |
1,814
+212
| +13% | +$94.3K | 0.03% | 487 |
|
|
2024
Q1 | $639K | Buy |
1,602
+144
| +10% | +$57.5K | 0.03% | 556 |
|
|
2023
Q4 | $492K | Buy |
1,458
+75
| +5% | +$25.3K | 0.02% | 607 |
|
|
2023
Q3 | $404K | Sell |
1,383
-131
| -9% | -$38.3K | 0.02% | 622 |
|
|
2023
Q2 | $518K | Buy |
1,514
+71
| +5% | +$24.3K | 0.03% | 527 |
|
|
2023
Q1 | $369K | Sell |
1,443
-3
| -0.2% | -$766 | 0.02% | 618 |
|
|
2022
Q4 | $384K | Sell |
1,446
-108
| -7% | -$28.7K | 0.02% | 567 |
|
|
2022
Q3 | $291K | Buy |
+1,554
| New | +$291K | 0.02% | 634 |
|
|
2022
Q2 | – | Sell |
-871
| Closed | -$263K | – | 774 |
|
|
2022
Q1 | $263K | Buy |
871
+90
| +12% | +$27.2K | 0.02% | 621 |
|
|
2021
Q4 | $281K | Buy |
+781
| New | +$281K | 0.02% | 638 |
|
|
2021
Q3 | – | Sell |
-657
| Closed | -$201K | – | 890 |
|
|
2021
Q2 | $201K | Sell |
657
-639
| -49% | -$195K | 0.01% | 874 |
|
|
2021
Q1 | $319K | Buy |
+1,296
| New | +$319K | 0.02% | 611 |
|
|
2018
Q2 | – | Sell |
-189
| Closed | -$25K | – | 890 |
|
|
2018
Q1 | $25K | Hold |
189
| – | – | 0.01% | 903 |
|
|
2017
Q4 | $25K | Sell |
189
-270
| -59% | -$35.7K | 0.01% | 916 |
|
|
2017
Q3 | $18K | Buy |
459
+306
| +200% | +$12K | 0.01% | 806 |
|
|
2017
Q2 | $35 | Buy |
153
+108
| +240% | +$25 | 0.02% | 615 |
|
|
2017
Q1 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 986 |
|