Oak Harbor Wealth Partners’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 | $898K | Buy |
1,652
+203
| +14% | +$110K | 0.24% | 91 |
|
|
2025
Q1 | $718K | Buy |
1,449
+616
| +74% | +$305K | 0.21% | 101 |
|
|
2024
Q4 | $435K | Hold |
833
| – | – | 0.13% | 121 |
|
|
2024
Q3 | $409K | Buy |
833
+32
| +4% | +$15.7K | 0.12% | 127 |
|
|
2024
Q2 | $356K | Hold |
801
| – | – | 0.11% | 125 |
|
|
2024
Q1 | $320K | Hold |
801
| – | – | 0.1% | 130 |
|
|
2023
Q4 | $270K | Hold |
801
| – | – | 0.09% | 142 |
|
|
2023
Q3 | $234K | Hold |
801
| – | – | 0.08% | 144 |
|
|
2023
Q2 | $274K | Hold |
801
| – | – | 0.09% | 138 |
|
|
2023
Q1 | $205K | Hold |
801
| – | – | 0.07% | 163 |
|
|
2022
Q4 | $213K | Buy |
+801
| New | +$213K | 0.08% | 152 |
|
|
2022
Q2 | – | Sell |
-801
| Closed | -$242K | – | 217 |
|
|
2022
Q1 | $242K | Hold |
801
| – | – | 0.08% | 146 |
|
|
2021
Q4 | $288K | Buy |
+801
| New | +$288K | 0.1% | 135 |
|