Lion Street Advisors’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 | $573K | Buy |
1,055
+159
| +18% | +$86.4K | 0.17% | 126 |
|
|
2025
Q1 | $444K | Sell |
896
-94
| -9% | -$46.6K | 0.14% | 161 |
|
|
2024
Q4 | $517K | Sell |
990
-44
| -4% | -$23K | 0.16% | 132 |
|
|
2024
Q3 | $508K | Sell |
1,034
-17
| -2% | -$8.35K | 0.18% | 130 |
|
|
2024
Q2 | $468K | Sell |
1,051
-129
| -11% | -$57.4K | 0.17% | 131 |
|
|
2024
Q1 | $398K | Hold |
1,180
| – | – | 0.16% | 136 |
|
|
2023
Q4 | $398K | Sell |
1,180
-69
| -6% | -$23.3K | 0.16% | 136 |
|
|
2023
Q3 | $365K | Buy |
1,249
+214
| +21% | +$62.6K | 0.12% | 151 |
|
|
2023
Q2 | $374K | Buy |
+1,035
| New | +$374K | 0.13% | 152 |
|