New Century 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
Q1 | – | Sell |
-643
| Closed | -$344K | – | 217 |
|
|
2024
Q4 | $344K | Sell |
643
-56
| -8% | -$30K | 0.15% | 186 |
|
|
2024
Q3 | $343K | Buy |
699
+134
| +24% | +$65.8K | 0.13% | 202 |
|
|
2024
Q2 | $251K | Buy |
+565
| New | +$251K | 0.11% | 232 |
|
|
2024
Q1 | – | Sell |
-646
| Closed | -$218K | – | 190 |
|
|
2023
Q4 | $218K | Buy |
+646
| New | +$218K | 0.19% | 149 |
|