Investmark Advisory Group’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 | $674K | Hold |
1,241
| – | – | 0.32% | 60 |
|
|
2025
Q1 | $615K | Sell |
1,241
-6
| -0.5% | -$2.97K | 0.3% | 58 |
|
|
2024
Q4 | $651K | Hold |
1,247
| – | – | 0.32% | 55 |
|
|
2024
Q3 | $613K | Buy |
1,247
+15
| +1% | +$7.37K | 0.3% | 61 |
|
|
2024
Q2 | $548K | Hold |
1,232
| – | – | 0.29% | 63 |
|
|
2024
Q1 | $492K | Hold |
1,232
| – | – | 0.27% | 69 |
|
|
2023
Q4 | $416K | Buy |
1,232
+19
| +2% | +$6.41K | 0.24% | 75 |
|
|
2023
Q3 | $355K | Sell |
1,213
-2
| -0.2% | -$585 | 0.24% | 74 |
|
|
2023
Q2 | $415K | Sell |
1,215
-321
| -21% | -$110K | 0.28% | 66 |
|
|
2023
Q1 | $392K | Hold |
1,536
| – | – | 0.29% | 62 |
|
|
2022
Q4 | $408K | Buy |
1,536
+52
| +4% | +$13.8K | 0.3% | 65 |
|
|
2022
Q3 | $278K | Buy |
1,484
+242
| +19% | +$45.3K | 0.25% | 69 |
|
|
2022
Q2 | $249K | Hold |
1,242
| – | – | 0.25% | 67 |
|
|
2022
Q1 | $374K | Sell |
1,242
-25
| -2% | -$7.53K | 0.39% | 49 |
|
|
2021
Q4 | $455K | Buy |
+1,267
| New | +$455K | 0.43% | 40 |
|