Napa Wealth Management’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 | $447K | Sell |
823
-74
| -8% | -$40.2K | 0.21% | 111 |
|
|
2025
Q1 | $444K | Buy |
897
+146
| +19% | +$72.3K | 0.25% | 126 |
|
|
2024
Q4 | $392K | Sell |
751
-2,298
| -75% | -$1.2M | 0.17% | 136 |
|
|
2024
Q3 | $1.5M | Buy |
3,049
+2,417
| +382% | +$1.19M | 0.71% | 30 |
|
|
2024
Q2 | $281K | Sell |
632
-15
| -2% | -$6.67K | 0.19% | 86 |
|
|
2024
Q1 | $258K | Buy |
+647
| New | +$258K | 0.14% | 58 |
|