Klingman & Associates’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 | $594K | Buy |
1,093
+254
| +30% | +$138K | 0.03% | 154 |
|
|
2025
Q1 | $416K | Buy |
839
+59
| +8% | +$29.2K | 0.03% | 179 |
|
|
2024
Q4 | $407K | Buy |
780
+55
| +8% | +$28.7K | 0.03% | 173 |
|
|
2024
Q3 | $356K | Buy |
725
+44
| +6% | +$21.6K | 0.02% | 199 |
|
|
2024
Q2 | $303K | Buy |
681
+173
| +34% | +$77K | 0.02% | 188 |
|
|
2024
Q1 | $203K | Buy |
+508
| New | +$203K | 0.01% | 230 |
|