NIA Impact Advisors’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 | $815K | Hold |
1,499
| – | – | 0.28% | 68 |
|
|
2025
Q1 | $742K | Sell |
1,499
-267
| -15% | -$132K | 0.28% | 73 |
|
|
2024
Q4 | $922K | Hold |
1,766
| – | – | 0.3% | 73 |
|
|
2024
Q3 | $868K | Sell |
1,766
-4
| -0.2% | -$1.97K | 0.29% | 69 |
|
|
2024
Q2 | $787K | Hold |
1,770
| – | – | 0.28% | 70 |
|
|
2024
Q1 | $706K | Buy |
+1,770
| New | +$706K | 0.28% | 67 |
|