LRI Investments’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 | $875K | Buy |
1,610
+377
| +31% | +$205K | 0.07% | 117 |
|
|
2025
Q1 | $611K | Sell |
1,233
-97
| -7% | -$48.1K | 0.06% | 146 |
|
|
2024
Q4 | $694K | Sell |
1,330
-49
| -4% | -$25.6K | 0.07% | 108 |
|
|
2024
Q3 | $742K | Buy |
1,379
+70
| +5% | +$37.7K | 0.07% | 109 |
|
|
2024
Q2 | $582K | Buy |
1,309
+1,235
| +1,669% | +$550K | 0.07% | 103 |
|
|
2024
Q1 | $29.5K | Buy |
+74
| New | +$29.5K | 0.01% | 329 |
|