Magnus Financial Group’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 | $394K | Hold |
725
| – | – | 0.03% | 260 |
|
|
2025
Q1 | $359K | Hold |
725
| – | – | 0.03% | 265 |
|
|
2024
Q4 | $378K | Sell |
725
-1
| -0.1% | -$522 | 0.04% | 246 |
|
|
2024
Q3 | $357K | Sell |
726
-15
| -2% | -$7.37K | 0.04% | 248 |
|
|
2024
Q2 | $330K | Sell |
741
-5
| -0.7% | -$2.22K | 0.04% | 240 |
|
|
2024
Q1 | $298K | Sell |
746
-70
| -9% | -$27.9K | 0.04% | 249 |
|
|
2023
Q4 | $275K | Sell |
816
-42
| -5% | -$14.2K | 0.04% | 232 |
|
|
2023
Q3 | $251K | Sell |
858
-4
| -0.5% | -$1.17K | 0.04% | 225 |
|
|
2023
Q2 | $295K | Buy |
862
+73
| +9% | +$25K | 0.04% | 214 |
|
|
2023
Q1 | $202K | Buy |
+789
| New | +$202K | 0.03% | 260 |
|
|
2022
Q2 | – | Sell |
-790
| Closed | -$238K | – | 292 |
|
|
2022
Q1 | $238K | Buy |
790
+20
| +3% | +$6.03K | 0.04% | 252 |
|
|
2021
Q4 | $277K | Buy |
770
+8
| +1% | +$2.88K | 0.05% | 204 |
|
|
2021
Q3 | $253K | Hold |
762
| – | – | 0.05% | 206 |
|
|
2021
Q2 | $234K | Buy |
+762
| New | +$234K | 0.05% | 214 |
|
|
2021
Q1 | – | Sell |
-1,311
| Closed | -$358K | – | 291 |
|
|
2020
Q4 | $358K | Sell |
1,311
-180
| -12% | -$49.2K | 0.04% | 184 |
|
|
2020
Q3 | $353K | Sell |
1,491
-138
| -8% | -$32.7K | 0.04% | 166 |
|
|
2020
Q2 | $309K | Buy |
1,629
+108
| +7% | +$20.5K | 0.03% | 336 |
|
|
2020
Q1 | $251K | Buy |
+1,521
| New | +$251K | 0.03% | 359 |
|