Marcum Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.28M | Buy |
2,582
+8
| +0.3% | +$3.96K | 0.11% | 92 |
|
|
2024
Q4 | $1.34M | Sell |
2,574
-115
| -4% | -$60K | 0.12% | 88 |
|
|
2024
Q3 | $1.32M | Buy |
2,689
+29
| +1% | +$14.2K | 0.12% | 85 |
|
|
2024
Q2 | $1.18M | Buy |
2,660
+44
| +2% | +$19.6K | 0.12% | 88 |
|
|
2024
Q1 | $1.04M | Sell |
2,616
-29
| -1% | -$11.6K | 0.11% | 99 |
|
|
2023
Q4 | $892K | Sell |
2,645
-93
| -3% | -$31.4K | 0.1% | 106 |
|
|
2023
Q3 | $800K | Buy |
2,738
+1,494
| +120% | +$437K | 0.1% | 110 |
|
|
2023
Q2 | $425K | Sell |
1,244
-1,383
| -53% | -$473K | 0.05% | 196 |
|
|
2023
Q1 | $671K | Buy |
2,627
+1,709
| +186% | +$437K | 0.08% | 138 |
|
|
2022
Q4 | $244K | Sell |
918
-391
| -30% | -$104K | 0.03% | 276 |
|
|
2022
Q3 | $245K | Buy |
1,309
+209
| +19% | +$39.1K | 0.04% | 267 |
|
|
2022
Q2 | $221K | Buy |
1,100
+14
| +1% | +$2.81K | 0.03% | 285 |
|
|
2022
Q1 | $328K | Buy |
1,086
+183
| +20% | +$55.3K | 0.05% | 231 |
|
|
2021
Q4 | $324K | Buy |
+903
| New | +$324K | 0.05% | 236 |
|