Integrated Wealth Concepts’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 | $3.98M | Buy |
7,323
+1,829
| +33% | +$994K | 0.04% | 390 |
|
|
2025
Q1 | $2.72M | Sell |
5,494
-36
| -0.7% | -$17.8K | 0.03% | 498 |
|
|
2024
Q4 | $2.89M | Buy |
5,530
+709
| +15% | +$370K | 0.03% | 444 |
|
|
2024
Q3 | $2.37M | Buy |
4,821
+90
| +2% | +$44.2K | 0.03% | 505 |
|
|
2024
Q2 | $2.1M | Buy |
4,731
+13
| +0.3% | +$5.78K | 0.03% | 499 |
|
|
2024
Q1 | $1.88M | Buy |
4,718
+330
| +8% | +$132K | 0.03% | 542 |
|
|
2023
Q4 | $1.48M | Buy |
4,388
+250
| +6% | +$84.3K | 0.02% | 586 |
|
|
2023
Q3 | $1.21M | Buy |
4,138
+271
| +7% | +$79.2K | 0.02% | 615 |
|
|
2023
Q2 | $1.32M | Buy |
3,867
+800
| +26% | +$274K | 0.02% | 585 |
|
|
2023
Q1 | $784K | Buy |
3,067
+1,579
| +106% | +$404K | 0.02% | 703 |
|
|
2022
Q4 | $395K | Buy |
1,488
+196
| +15% | +$52K | 0.01% | 729 |
|
|
2022
Q3 | $242K | Sell |
1,292
-292
| -18% | -$54.7K | 0.01% | 808 |
|
|
2022
Q2 | $318K | Buy |
1,584
+52
| +3% | +$10.4K | 0.01% | 747 |
|
|
2022
Q1 | $462K | Sell |
1,532
-223
| -13% | -$67.2K | 0.01% | 591 |
|
|
2021
Q4 | $631K | Sell |
1,755
-279
| -14% | -$100K | 0.02% | 561 |
|
|
2021
Q3 | $674K | Sell |
2,034
-42
| -2% | -$13.9K | 0.02% | 505 |
|
|
2021
Q2 | $636K | Buy |
2,076
+87
| +4% | +$26.7K | 0.02% | 472 |
|
|
2021
Q1 | $490K | Buy |
1,989
+249
| +14% | +$61.3K | 0.02% | 472 |
|
|
2020
Q4 | $474K | Buy |
1,740
+66
| +4% | +$18K | 0.02% | 427 |
|
|
2020
Q3 | $396K | Sell |
1,674
-231
| -12% | -$54.6K | 0.02% | 397 |
|
|
2020
Q2 | $362K | Buy |
1,905
+234
| +14% | +$44.5K | 0.03% | 356 |
|
|
2020
Q1 | $276K | Buy |
1,671
+624
| +60% | +$103K | 0.03% | 324 |
|
|
2019
Q4 | $206K | Buy |
+1,047
| New | +$206K | 0.02% | 453 |
|
|
2018
Q4 | – | Sell |
-1,101
| Closed | -$211K | – | 280 |
|
|
2018
Q3 | $211K | Buy |
+1,101
| New | +$211K | 0.06% | 231 |
|