McBroom & Associates’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 | $9.06M | Hold |
18,300
| – | – | 5.18% | 4 |
|
|
2025
Q1 | $9.06M | Sell |
18,300
-205
| -1% | -$102K | 5.18% | 4 |
|
|
2024
Q4 | $9.66M | Sell |
18,505
-35
| -0.2% | -$18.3K | 5.46% | 4 |
|
|
2024
Q3 | $9.11M | Buy |
18,540
+132
| +0.7% | +$64.8K | 5.57% | 5 |
|
|
2024
Q2 | $8.19M | Buy |
18,408
+192
| +1% | +$85.4K | 5.13% | 8 |
|
|
2024
Q1 | $7.27M | Sell |
18,216
-376
| -2% | -$150K | 4.79% | 8 |
|
|
2023
Q4 | $6.27M | Buy |
18,592
+59
| +0.3% | +$19.9K | 4.57% | 11 |
|
|
2023
Q3 | $5.42M | Buy |
18,533
+909
| +5% | +$266K | 4.31% | 11 |
|
|
2023
Q2 | $6.03M | Buy |
17,624
+344
| +2% | +$118K | 4.75% | 7 |
|
|
2023
Q1 | $4.41M | Buy |
17,280
+1,949
| +13% | +$498K | 3.95% | 13 |
|
|
2022
Q4 | $4.07M | Sell |
15,331
-732
| -5% | -$194K | 4.41% | 9 |
|
|
2022
Q3 | $3.01M | Sell |
16,063
-532
| -3% | -$99.7K | 3.4% | 17 |
|
|
2022
Q2 | $3.33M | Sell |
16,595
-1,023
| -6% | -$205K | 3.62% | 16 |
|
|
2022
Q1 | $5.32M | Sell |
17,618
-510
| -3% | -$154K | 4.71% | 8 |
|
|
2021
Q4 | $6.51M | Buy |
+18,128
| New | +$6.51M | 4.9% | 11 |
|