Investment 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 | $589K | Sell |
1,084
-10
| -0.9% | -$5.43K | 0.22% | 89 |
|
2025
Q1 | $542K | Sell |
1,094
-17
| -2% | -$8.42K | 0.22% | 89 |
|
2024
Q4 | $580K | Buy |
1,111
+10
| +0.9% | +$5.22K | 0.24% | 87 |
|
2024
Q3 | $541K | Hold |
1,101
| – | – | 0.23% | 88 |
|
2024
Q2 | $490K | Sell |
1,101
-30
| -3% | -$13.3K | 0.22% | 89 |
|
2024
Q1 | $451K | Buy |
1,131
+36
| +3% | +$14.4K | 0.2% | 94 |
|
2023
Q4 | $369K | Buy |
1,095
+53
| +5% | +$17.9K | 0.18% | 102 |
|
2023
Q3 | $305K | Buy |
1,042
+21
| +2% | +$6.14K | 0.16% | 109 |
|
2023
Q2 | $349K | Buy |
1,021
+191
| +23% | +$65.3K | 0.18% | 105 |
|
2023
Q1 | $212K | Hold |
830
| – | – | 0.11% | 133 |
|
2022
Q4 | $220K | Sell |
830
-1,101
| -57% | -$292K | 0.12% | 133 |
|
2022
Q3 | $362K | Buy |
+1,931
| New | +$362K | 0.11% | 170 |
|
2022
Q2 | – | Sell |
-768
| Closed | -$232K | – | 158 |
|
2022
Q1 | $232K | Buy |
768
+35
| +5% | +$10.6K | 0.1% | 150 |
|
2021
Q4 | $263K | Buy |
+733
| New | +$263K | 0.11% | 146 |
|