Laurel Wealth Advisors (North Carolina)’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 | $55K | Buy |
29,888
+29,838
| +59,676% | +$54.9K | ﹤0.01% | 547 |
|
|
2025
Q1 | $24.8K | Buy |
50
+2
| +4% | +$991 | ﹤0.01% | 391 |
|
|
2024
Q4 | $25.1K | Hold |
48
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $23.6K | Buy |
48
+9
| +23% | +$4.42K | ﹤0.01% | 392 |
|
|
2024
Q2 | $17.4K | Hold |
39
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $15.6K | Hold |
39
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $13.2K | Hold |
39
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $11.4K | Hold |
39
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $13.3K | Hold |
39
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $9.96K | Hold |
39
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $10.3K | Hold |
39
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $7K | Hold |
39
| – | – | ﹤0.01% | 400 |
|
|
2022
Q2 | $8K | Hold |
39
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $12K | Hold |
39
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $14K | Hold |
39
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $13K | Sell |
39
-42
| -52% | -$14K | ﹤0.01% | 386 |
|
|
2021
Q2 | $25K | Sell |
81
-39
| -33% | -$12K | 0.01% | 355 |
|
|
2021
Q1 | $30K | Hold |
120
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $33K | Sell |
120
-78
| -39% | -$21.5K | 0.01% | 296 |
|
|
2020
Q3 | $47K | Hold |
198
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $38K | Sell |
198
-39
| -16% | -$7.49K | 0.01% | 254 |
|
|
2020
Q1 | $39K | Buy |
237
+39
| +20% | +$6.42K | 0.01% | 239 |
|
|
2019
Q4 | $39K | Hold |
198
| – | – | 0.01% | 267 |
|
|
2019
Q3 | $36K | Buy |
198
+36
| +22% | +$6.55K | 0.01% | 264 |
|
|
2019
Q2 | $28K | Sell |
162
-36
| -18% | -$6.22K | 0.01% | 288 |
|
|
2019
Q1 | $38K | Hold |
198
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $32K | Buy |
+198
| New | +$32K | 0.01% | 255 |
|