Journey Strategic Wealth’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 | $1.53M | Buy |
2,821
+1,133
| +67% | +$616K | 0.05% | 116 |
|
|
2025
Q1 | $836K | Buy |
1,688
+649
| +62% | +$321K | 0.03% | 151 |
|
|
2024
Q4 | $542K | Buy |
1,039
+19
| +2% | +$9.92K | 0.02% | 204 |
|
|
2024
Q3 | $501K | Buy |
1,020
+79
| +8% | +$38.8K | 0.02% | 215 |
|
|
2024
Q2 | $419K | Sell |
941
-89
| -9% | -$39.6K | 0.02% | 191 |
|
|
2024
Q1 | $411K | Buy |
+1,030
| New | +$411K | 0.02% | 147 |
|
|
2022
Q2 | – | Sell |
-778
| Closed | -$234K | – | 167 |
|
|
2022
Q1 | $234K | Buy |
778
+15
| +2% | +$4.51K | 0.03% | 132 |
|
|
2021
Q4 | $274K | Buy |
+763
| New | +$274K | 0.03% | 134 |
|