Key Financial Inc’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 | $32.6K | Hold |
60
| – | – | 0.01% | 578 |
|
|
2025
Q1 | $29.7K | Hold |
60
| – | – | 0.01% | 577 |
|
|
2024
Q4 | $31.3K | Hold |
60
| – | – | 0.01% | 563 |
|
|
2024
Q3 | $29.5K | Buy |
60
+9
| +18% | +$4.42K | 0.01% | 569 |
|
|
2024
Q2 | $22.7K | Hold |
51
| – | – | 0.01% | 609 |
|
|
2024
Q1 | $20.4K | Hold |
51
| – | – | 0.01% | 610 |
|
|
2023
Q4 | $17.2K | Hold |
51
| – | – | ﹤0.01% | 621 |
|
|
2023
Q3 | $14.9K | Sell |
51
-12
| -19% | -$3.51K | 0.01% | 627 |
|
|
2023
Q2 | $21.5K | Buy |
63
+12
| +24% | +$4.1K | 0.01% | 559 |
|
|
2023
Q1 | $13K | Hold |
51
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $9.56K | Hold |
51
| – | – | ﹤0.01% | 637 |
|
|
2022
Q3 | $10K | Hold |
51
| – | – | ﹤0.01% | 628 |
|
|
2022
Q2 | $11K | Hold |
51
| – | – | 0.01% | 607 |
|
|
2022
Q1 | $15K | Hold |
51
| – | – | 0.01% | 544 |
|
|
2021
Q4 | $18K | Hold |
51
| – | – | 0.01% | 500 |
|
|
2021
Q3 | $17K | Hold |
51
| – | – | 0.01% | 491 |
|
|
2021
Q2 | $17K | Buy |
+51
| New | +$17K | 0.01% | 492 |
|