McKinley Carter Wealth Services’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 | $425K | Buy |
783
+3
| +0.4% | +$1.63K | 0.02% | 229 |
|
|
2025
Q1 | $386K | Buy |
780
+48
| +7% | +$23.8K | 0.02% | 235 |
|
|
2024
Q4 | $382K | Sell |
732
-11
| -1% | -$5.74K | 0.02% | 227 |
|
|
2024
Q3 | $365K | Hold |
743
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $331K | Buy |
743
+11
| +2% | +$4.89K | 0.02% | 245 |
|
|
2024
Q1 | $292K | Hold |
732
| – | – | 0.02% | 257 |
|
|
2023
Q4 | $247K | Sell |
732
-240
| -25% | -$81K | 0.02% | 271 |
|
|
2023
Q3 | $284K | Hold |
972
| – | – | 0.02% | 251 |
|
|
2023
Q2 | $332K | Hold |
972
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $248K | Hold |
972
| – | – | 0.02% | 268 |
|
|
2022
Q4 | $258K | Buy |
+972
| New | +$258K | 0.02% | 260 |
|
|
2022
Q2 | – | Sell |
-1,002
| Closed | -$302K | – | 293 |
|
|
2022
Q1 | $302K | Sell |
1,002
-27
| -3% | -$8.14K | 0.02% | 238 |
|
|
2021
Q4 | $370K | Buy |
1,029
+12
| +1% | +$4.32K | 0.03% | 223 |
|
|
2021
Q3 | $337K | Sell |
1,017
-18
| -2% | -$5.97K | 0.03% | 228 |
|
|
2021
Q2 | $317K | Sell |
1,035
-9
| -0.9% | -$2.76K | 0.03% | 235 |
|
|
2021
Q1 | $257K | Sell |
1,044
-6
| -0.6% | -$1.48K | 0.02% | 257 |
|
|
2020
Q4 | $286K | Hold |
1,050
| – | – | 0.04% | 220 |
|
|
2020
Q3 | $248K | Buy |
+1,050
| New | +$248K | 0.06% | 129 |
|
|
2018
Q2 | – | Sell |
-960
| Closed | -$132K | – | 269 |
|
|
2018
Q1 | $132K | Buy |
+960
| New | +$132K | 0.04% | 192 |
|