L.J. Altfest & Co’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 | $485K | Sell |
892
-185
| -17% | -$101K | 0.06% | 221 |
|
|
2025
Q1 | $533K | Sell |
1,077
-1,138
| -51% | -$564K | 0.07% | 203 |
|
|
2024
Q4 | $1.16M | Sell |
2,215
-16
| -0.7% | -$8.35K | 0.15% | 104 |
|
|
2024
Q3 | $1.1M | Buy |
2,231
+268
| +14% | +$132K | 0.15% | 120 |
|
|
2024
Q2 | $873K | Buy |
1,963
+58
| +3% | +$25.8K | 0.12% | 128 |
|
|
2024
Q1 | $760K | Sell |
1,905
-341
| -15% | -$136K | 0.11% | 140 |
|
|
2023
Q4 | $758K | Sell |
2,246
-1,747
| -44% | -$590K | 0.11% | 137 |
|
|
2023
Q3 | $1.17M | Buy |
3,993
+367
| +10% | +$107K | 0.18% | 93 |
|
|
2023
Q2 | $1.24M | Sell |
3,626
-1,429
| -28% | -$489K | 0.19% | 84 |
|
|
2023
Q1 | $1.29M | Sell |
5,055
-1,088
| -18% | -$278K | 0.2% | 75 |
|
|
2022
Q4 | $1.63M | Sell |
6,143
-2
| -0% | -$531 | 0.27% | 67 |
|
|
2022
Q3 | $1.15M | Buy |
6,145
+39
| +0.6% | +$7.31K | 0.22% | 68 |
|
|
2022
Q2 | $1.23M | Buy |
6,106
+2,753
| +82% | +$553K | 0.22% | 73 |
|
|
2022
Q1 | $1.01M | Buy |
3,353
+2,508
| +297% | +$757K | 0.18% | 89 |
|
|
2021
Q4 | $304K | Sell |
845
-157
| -16% | -$56.5K | 0.06% | 207 |
|
|
2021
Q3 | $332K | Hold |
1,002
| – | – | 0.07% | 192 |
|
|
2021
Q2 | $307K | Sell |
1,002
-126
| -11% | -$38.6K | 0.07% | 206 |
|
|
2021
Q1 | $278K | Sell |
1,128
-2,205
| -66% | -$543K | 0.07% | 212 |
|
|
2020
Q4 | $909K | Sell |
3,333
-15
| -0.4% | -$4.09K | 0.22% | 84 |
|
|
2020
Q3 | $792K | Buy |
3,348
+6
| +0.2% | +$1.42K | 0.21% | 83 |
|
|
2020
Q2 | $635K | Buy |
+3,342
| New | +$635K | 0.18% | 93 |
|
|
2019
Q4 | – | Sell |
-1,953
| Closed | -$351K | – | 198 |
|
|
2019
Q3 | $351K | Buy |
1,953
+51
| +3% | +$9.17K | 0.09% | 127 |
|
|
2019
Q2 | $333K | Buy |
+1,902
| New | +$333K | 0.09% | 128 |
|