NewEdge 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 | $8.05M | Sell |
17,142
-303
| -2% | -$142K | 0.13% | 139 |
|
|
2025
Q1 | $8.64M | Buy |
17,445
+37
| +0.2% | +$18.3K | 0.16% | 121 |
|
|
2024
Q4 | $9.09M | Sell |
17,408
-82
| -0.5% | -$42.8K | 0.16% | 119 |
|
|
2024
Q3 | $8.59M | Buy |
17,490
+3,827
| +28% | +$1.88M | 0.16% | 130 |
|
|
2024
Q2 | $6.08M | Sell |
13,663
-329
| -2% | -$146K | 0.13% | 138 |
|
|
2024
Q1 | $5.28M | Sell |
13,992
-414
| -3% | -$156K | 0.12% | 154 |
|
|
2023
Q4 | $4.86M | Sell |
14,406
-470
| -3% | -$159K | 0.12% | 144 |
|
|
2023
Q3 | $4.35M | Sell |
14,876
-3,537
| -19% | -$1.03M | 0.14% | 140 |
|
|
2023
Q2 | $6.3M | Buy |
18,413
+8,070
| +78% | +$2.76M | 0.21% | 115 |
|
|
2023
Q1 | $2.64M | Buy |
10,343
+567
| +6% | +$145K | 0.1% | 184 |
|
|
2022
Q4 | $2.59M | Buy |
9,776
+6,973
| +249% | +$1.85M | 0.11% | 173 |
|
|
2022
Q3 | $525K | Sell |
2,803
-3,908
| -58% | -$732K | 0.02% | 349 |
|
|
2022
Q2 | $1.35M | Buy |
6,711
+2,422
| +56% | +$486K | 0.06% | 248 |
|
|
2022
Q1 | $1.29M | Buy |
4,289
+3,597
| +520% | +$1.09M | 0.06% | 197 |
|
|
2021
Q4 | $249K | Buy |
+692
| New | +$249K | 0.01% | 363 |
|