Oak Harvest Investment Services’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 | $3.38M | Buy |
6,215
+287
| +5% | +$156K | 0.42% | 72 |
|
|
2025
Q1 | $2.94M | Sell |
5,928
-3,404
| -36% | -$1.69M | 0.41% | 75 |
|
|
2024
Q4 | $4.87M | Sell |
9,332
-44
| -0.5% | -$23K | 0.68% | 54 |
|
|
2024
Q3 | $4.61M | Buy |
9,376
+77
| +0.8% | +$37.8K | 0.66% | 55 |
|
|
2024
Q2 | $4.14M | Buy |
9,299
+1,638
| +21% | +$729K | 0.64% | 49 |
|
|
2024
Q1 | $3.06M | Buy |
7,661
+1,712
| +29% | +$683K | 0.5% | 57 |
|
|
2023
Q4 | $2.01M | Buy |
5,949
+3,124
| +111% | +$1.05M | 0.4% | 56 |
|
|
2023
Q3 | $826K | Buy |
2,825
+882
| +45% | +$258K | 0.17% | 70 |
|
|
2023
Q2 | $664K | Sell |
1,943
-12,734
| -87% | -$4.35M | 0.15% | 73 |
|
|
2023
Q1 | $3.75M | Sell |
14,677
-1,575
| -10% | -$402K | 0.86% | 43 |
|
|
2022
Q4 | $4.31M | Sell |
16,252
-1,551
| -9% | -$412K | 1.12% | 37 |
|
|
2022
Q3 | $3.34M | Buy |
17,803
+1,057
| +6% | +$198K | 0.89% | 42 |
|
|
2022
Q2 | $3.36M | Buy |
16,746
+639
| +4% | +$128K | 0.91% | 44 |
|
|
2022
Q1 | $4.86M | Buy |
16,107
+1,632
| +11% | +$492K | 1.2% | 38 |
|
|
2021
Q4 | $5.2M | Buy |
14,475
+1,773
| +14% | +$637K | 1.29% | 36 |
|
|
2021
Q3 | $4.21M | Buy |
12,702
+1,971
| +18% | +$653K | 1.23% | 39 |
|
|
2021
Q2 | $3.29M | Buy |
10,731
+1,854
| +21% | +$568K | 1.08% | 42 |
|
|
2021
Q1 | $2.19M | Buy |
+8,877
| New | +$2.19M | 0.84% | 50 |
|