Naviter 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
Q2 | $1.83M | Sell |
3,373
-265
| -7% | -$144K | 0.23% | 120 |
|
|
2025
Q1 | $1.79M | Buy |
3,638
+43
| +1% | +$21.1K | 0.22% | 129 |
|
|
2024
Q4 | $1.88M | Buy |
3,595
+3,093
| +616% | +$1.61M | 0.23% | 119 |
|
|
2024
Q3 | $247K | Hold |
502
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $223K | Hold |
502
| – | – | 0.03% | 213 |
|
|
2024
Q1 | $200K | Buy |
+502
| New | +$200K | 0.03% | 217 |
|