Lake Street Advisors Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.81M | Buy |
3,473
+197
| +6% | +$103K | 0.08% | 149 |
|
|
2024
Q3 | $1.61M | Buy |
3,276
+352
| +12% | +$173K | 0.07% | 155 |
|
|
2024
Q2 | $1.3M | Buy |
2,924
+91
| +3% | +$40.5K | 0.06% | 181 |
|
|
2024
Q1 | $1.13M | Buy |
2,833
+354
| +14% | +$141K | 0.05% | 210 |
|
|
2023
Q4 | $836K | Buy |
+2,479
| New | +$836K | 0.04% | 246 |
|
|
2021
Q3 | – | Sell |
-1,029
| Closed | -$343K | – | 327 |
|
|
2021
Q2 | $343K | Buy |
1,029
+54
| +6% | +$18K | 0.03% | 221 |
|
|
2021
Q1 | $240K | Buy |
975
+21
| +2% | +$5.17K | 0.02% | 273 |
|
|
2020
Q4 | $260K | Buy |
954
+45
| +5% | +$12.3K | 0.02% | 255 |
|
|
2020
Q3 | $215K | Buy |
+909
| New | +$215K | 0.02% | 252 |
|