Nations 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 | $489K | Buy |
900
+12
| +1% | +$6.52K | 0.03% | 456 |
|
|
2025
Q1 | $440K | Buy |
888
+59
| +7% | +$29.2K | 0.03% | 454 |
|
|
2024
Q4 | $433K | Buy |
829
+43
| +5% | +$22.4K | 0.03% | 477 |
|
|
2024
Q3 | $386K | Buy |
786
+95
| +14% | +$46.7K | 0.03% | 506 |
|
|
2024
Q2 | $307K | Buy |
+691
| New | +$307K | 0.03% | 527 |
|
|
2024
Q1 | – | Sell |
-1,433
| Closed | -$483K | – | 634 |
|
|
2023
Q4 | $483K | Buy |
1,433
+16
| +1% | +$5.4K | 0.04% | 397 |
|
|
2023
Q3 | $414K | Sell |
1,417
-10
| -0.7% | -$2.92K | 0.04% | 411 |
|
|
2023
Q2 | $488K | Buy |
1,427
+197
| +16% | +$67.4K | 0.05% | 394 |
|
|
2023
Q1 | $314K | Hold |
1,230
| – | – | 0.03% | 473 |
|
|
2022
Q4 | $326K | Hold |
1,230
| – | – | 0.04% | 454 |
|
|
2022
Q3 | $231K | Buy |
1,230
+9
| +0.7% | +$1.69K | 0.03% | 465 |
|
|
2022
Q2 | $245K | Sell |
1,221
-130
| -10% | -$26.1K | 0.03% | 453 |
|
|
2022
Q1 | $408K | Sell |
1,351
-140
| -9% | -$42.3K | 0.05% | 352 |
|
|
2021
Q4 | $536K | Sell |
1,491
-165
| -10% | -$59.3K | 0.07% | 285 |
|
|
2021
Q3 | $549K | Sell |
1,656
-15
| -0.9% | -$4.97K | 0.08% | 252 |
|
|
2021
Q2 | $512K | Buy |
1,671
+171
| +11% | +$52.4K | 0.09% | 249 |
|
|
2021
Q1 | $369K | Hold |
1,500
| – | – | 0.08% | 257 |
|
|
2020
Q4 | $409K | Buy |
1,500
+105
| +8% | +$28.6K | 0.11% | 223 |
|
|
2020
Q3 | $330K | Sell |
1,395
-72
| -5% | -$17K | 0.1% | 220 |
|
|
2020
Q2 | $279K | Hold |
1,467
| – | – | 0.1% | 216 |
|
|
2020
Q1 | $242K | Buy |
1,467
+72
| +5% | +$11.9K | 0.1% | 224 |
|
|
2019
Q4 | $275K | Sell |
1,395
-57
| -4% | -$11.2K | 0.09% | 240 |
|
|
2019
Q3 | $268K | Buy |
+1,452
| New | +$268K | 0.1% | 246 |
|