LVW 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 | $943K | Buy |
1,736
+187
| +12% | +$102K | 0.1% | 115 |
|
|
2025
Q1 | $767K | Buy |
1,549
+101
| +7% | +$50K | 0.09% | 128 |
|
|
2024
Q4 | $756K | Buy |
1,448
+19
| +1% | +$9.92K | 0.09% | 136 |
|
|
2024
Q3 | $702K | Buy |
1,429
+109
| +8% | +$53.5K | 0.09% | 144 |
|
|
2024
Q2 | $587K | Buy |
1,320
+119
| +10% | +$52.9K | 0.09% | 144 |
|
|
2024
Q1 | $479K | Buy |
1,201
+141
| +13% | +$56.3K | 0.08% | 172 |
|
|
2023
Q4 | $358K | Buy |
1,060
+298
| +39% | +$101K | 0.07% | 189 |
|
|
2023
Q3 | $223K | Buy |
762
+147
| +24% | +$43K | 0.05% | 200 |
|
|
2023
Q2 | $210K | Sell |
615
-279
| -31% | -$95.4K | 0.04% | 187 |
|
|
2023
Q1 | $228K | Buy |
894
+6
| +0.7% | +$1.53K | 0.04% | 208 |
|
|
2022
Q4 | $236K | Buy |
+888
| New | +$236K | 0.05% | 203 |
|
|
2022
Q2 | – | Sell |
-1,112
| Closed | -$335K | – | 233 |
|
|
2022
Q1 | $335K | Buy |
1,112
+89
| +9% | +$26.8K | 0.06% | 177 |
|
|
2021
Q4 | $368K | Sell |
1,023
-171
| -14% | -$61.5K | 0.06% | 174 |
|
|
2021
Q3 | $396K | Buy |
1,194
+180
| +18% | +$59.7K | 0.07% | 173 |
|
|
2021
Q2 | $311K | Buy |
1,014
+129
| +15% | +$39.6K | 0.06% | 182 |
|
|
2021
Q1 | $218K | Buy |
+885
| New | +$218K | 0.04% | 198 |
|