Northwest Wealth Management’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 | $295K | Hold |
543
| – | – | 0.05% | 148 |
|
|
2025
Q1 | $269K | Buy |
543
+2
| +0.4% | +$991 | 0.05% | 146 |
|
|
2024
Q4 | $282K | Sell |
541
-4
| -0.7% | -$2.09K | 0.06% | 127 |
|
|
2024
Q3 | $268K | Hold |
545
| – | – | 0.06% | 129 |
|
|
2024
Q2 | $242K | Buy |
545
+4
| +0.7% | +$1.78K | 0.06% | 143 |
|
|
2024
Q1 | $216K | Buy |
+541
| New | +$216K | 0.06% | 159 |
|
|
2023
Q4 | – | Sell |
-922
| Closed | -$269K | – | 163 |
|
|
2023
Q3 | $269K | Buy |
922
+1
| +0.1% | +$292 | 0.1% | 123 |
|
|
2023
Q2 | $315K | Sell |
921
-1
| -0.1% | -$342 | 0.11% | 111 |
|
|
2023
Q1 | $236K | Buy |
+922
| New | +$236K | 0.09% | 135 |
|