Omnia Family 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 | $215K | Sell |
395
-9
| -2% | -$4.89K | 0.08% | 92 |
|
|
2025
Q1 | $200K | Buy |
+404
| New | +$200K | 0.08% | 88 |
|
|
2019
Q2 | – | Sell |
-18
| Closed | -$3K | – | 305 |
|
|
2019
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 395 |
|
|
2018
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 374 |
|
|
2018
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 357 |
|
|
2018
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 448 |
|
|
2017
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 456 |
|
|
2017
Q3 | $2K | Sell |
18
-36
| -67% | -$4K | ﹤0.01% | 467 |
|
|
2017
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 355 |
|
|
2017
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 383 |
|
|
2016
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 444 |
|