Liberty Wealth Management’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 | $5.39M | Sell |
9,910
-13
| -0.1% | -$7.06K | 0.84% | 30 |
|
|
2025
Q1 | $4.91M | Buy |
9,923
+37
| +0.4% | +$18.3K | 0.94% | 32 |
|
|
2024
Q4 | $5.16M | Sell |
9,886
-381
| -4% | -$199K | 0.86% | 31 |
|
|
2024
Q3 | $5.04M | Sell |
10,267
-904
| -8% | -$444K | 0.86% | 31 |
|
|
2024
Q2 | $4.97M | Buy |
+11,171
| New | +$4.97M | 0.91% | 30 |
|
|
2021
Q4 | – | Sell |
-564
| Closed | -$109K | – | 628 |
|
|
2021
Q3 | $109K | Buy |
564
+390
| +224% | +$75.4K | 0.04% | 276 |
|
|
2021
Q2 | $53K | Buy |
174
+6
| +4% | +$1.83K | 0.02% | 306 |
|
|
2021
Q1 | $41K | Hold |
168
| – | – | 0.02% | 315 |
|
|
2020
Q4 | $41K | Sell |
168
-18
| -10% | -$4.39K | 0.02% | 312 |
|
|
2020
Q3 | $44K | Buy |
186
+15
| +9% | +$3.55K | 0.03% | 254 |
|
|
2020
Q2 | $32K | Buy |
171
+105
| +159% | +$19.6K | 0.02% | 302 |
|
|
2020
Q1 | $11K | Hold |
66
| – | – | 0.01% | 451 |
|
|
2019
Q4 | $13K | Hold |
66
| – | – | 0.01% | 496 |
|
|
2019
Q3 | $12K | Buy |
66
+30
| +83% | +$5.46K | 0.01% | 486 |
|
|
2019
Q2 | $6K | Buy |
+36
| New | +$6K | 0.01% | 624 |
|
|
2019
Q1 | – | Sell |
-234
| Closed | -$37K | – | 785 |
|
|
2018
Q4 | $37K | Buy |
+234
| New | +$37K | 0.03% | 220 |
|