Larson Financial Group’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 | $2.39M | Sell |
4,391
-65
| -1% | -$35.3K | 0.1% | 190 |
|
|
2025
Q1 | $2.21M | Buy |
4,456
+359
| +9% | +$178K | 0.1% | 173 |
|
|
2024
Q4 | $2.14M | Buy |
4,097
+3,243
| +380% | +$1.69M | 0.11% | 162 |
|
|
2024
Q3 | $420K | Buy |
854
+378
| +79% | +$186K | 0.02% | 375 |
|
|
2024
Q2 | $212K | Buy |
476
+243
| +104% | +$108K | 0.01% | 448 |
|
|
2024
Q1 | $93K | Buy |
233
+20
| +9% | +$7.99K | 0.01% | 557 |
|
|
2023
Q4 | $71.9K | Sell |
213
-18
| -8% | -$6.07K | 0.01% | 556 |
|
|
2023
Q3 | $67.5K | Sell |
231
-64
| -22% | -$18.7K | 0.01% | 538 |
|
|
2023
Q2 | $101K | Sell |
295
-187
| -39% | -$63.9K | 0.01% | 426 |
|
|
2023
Q1 | $123K | Buy |
482
+117
| +32% | +$29.9K | 0.01% | 399 |
|
|
2022
Q4 | $96.9K | Buy |
365
+124
| +51% | +$32.9K | 0.01% | 407 |
|
|
2022
Q3 | $45K | Buy |
241
+90
| +60% | +$16.8K | 0.01% | 484 |
|
|
2022
Q2 | $30K | Buy |
151
+100
| +196% | +$19.9K | 0.01% | 470 |
|
|
2022
Q1 | $15K | Buy |
51
+12
| +31% | +$3.53K | ﹤0.01% | 571 |
|
|
2021
Q4 | $14K | Buy |
39
+3
| +8% | +$1.08K | ﹤0.01% | 608 |
|
|
2021
Q3 | $12K | Hold |
36
| – | – | ﹤0.01% | 557 |
|
|
2021
Q2 | $11K | Hold |
36
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $9K | Sell |
36
-36
| -50% | -$9K | ﹤0.01% | 567 |
|
|
2020
Q4 | $20K | Hold |
72
| – | – | 0.01% | 371 |
|
|
2020
Q3 | $17K | Buy |
72
+39
| +118% | +$9.21K | 0.01% | 355 |
|
|
2020
Q2 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 453 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | -$2K | – | 591 |
|
|
2019
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 452 |
|
|
2019
Q3 | – | Sell |
-597
| Closed | -$104K | – | 583 |
|
|
2019
Q2 | $104K | Buy |
597
+6
| +1% | +$1.05K | 0.08% | 85 |
|
|
2019
Q1 | $112K | Buy |
591
+18
| +3% | +$3.41K | 0.09% | 78 |
|
|
2018
Q4 | $91K | Buy |
+573
| New | +$91K | 0.08% | 80 |
|