Lake Street Private 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 | $226K | Hold |
416
| – | – | 0.03% | 237 |
|
|
2025
Q1 | $206K | Sell |
416
-20
| -5% | -$9.91K | 0.03% | 236 |
|
|
2024
Q4 | $228K | Sell |
436
-79
| -15% | -$41.2K | 0.04% | 220 |
|
|
2024
Q3 | $253K | Sell |
515
-4,094
| -89% | -$2.01M | 0.04% | 222 |
|
|
2024
Q2 | $2.05M | Sell |
4,609
-1,400
| -23% | -$623K | 0.27% | 88 |
|
|
2024
Q1 | $2.4M | Buy |
6,009
+2,082
| +53% | +$831K | 0.33% | 81 |
|
|
2023
Q4 | $1.32M | Buy |
3,927
+2,937
| +297% | +$991K | 0.21% | 113 |
|
|
2023
Q3 | $293K | Buy |
990
+50
| +5% | +$14.8K | 0.05% | 227 |
|
|
2023
Q2 | $321K | Sell |
940
-58
| -6% | -$19.8K | 0.06% | 219 |
|
|
2023
Q1 | $255K | Sell |
998
-433
| -30% | -$111K | 0.05% | 242 |
|
|
2022
Q4 | $380K | Sell |
1,431
-406
| -22% | -$108K | 0.08% | 201 |
|
|
2022
Q3 | $344K | Buy |
1,837
+128
| +7% | +$24K | 0.08% | 200 |
|
|
2022
Q2 | $343K | Buy |
1,709
+651
| +62% | +$131K | 0.07% | 214 |
|
|
2022
Q1 | $319K | Buy |
1,058
+369
| +54% | +$111K | 0.06% | 240 |
|
|
2021
Q4 | $248K | Buy |
+689
| New | +$248K | 0.04% | 284 |
|