Optimum Investment 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 | $27.2K | Hold |
50
| – | – | 0.01% | 404 |
|
|
2025
Q1 | $24.8K | Hold |
50
| – | – | 0.01% | 414 |
|
|
2024
Q4 | $26.1K | Hold |
50
| – | – | 0.01% | 403 |
|
|
2024
Q3 | $24.6K | Hold |
50
| – | – | 0.01% | 427 |
|
|
2024
Q2 | $22.2K | Hold |
50
| – | – | 0.01% | 437 |
|
|
2024
Q1 | $20K | Hold |
50
| – | – | 0.01% | 455 |
|
|
2023
Q4 | $16.9K | Hold |
50
| – | – | 0.01% | 465 |
|
|
2023
Q3 | $14.6K | Hold |
50
| – | – | 0.01% | 505 |
|
|
2023
Q2 | $17.1K | Hold |
50
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $12.8K | Buy |
+50
| New | +$12.8K | 0.01% | 534 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$9K | – | 866 |
|
|
2021
Q4 | $9K | Hold |
24
| – | – | ﹤0.01% | 683 |
|
|
2021
Q3 | $8K | Buy |
+24
| New | +$8K | ﹤0.01% | 699 |
|
|
2020
Q2 | – | Sell |
-237
| Closed | -$39K | – | 887 |
|
|
2020
Q1 | $39K | Sell |
237
-624
| -72% | -$103K | 0.02% | 470 |
|
|
2019
Q4 | $170K | Buy |
861
+615
| +250% | +$121K | 0.05% | 305 |
|
|
2019
Q3 | $44K | Buy |
246
+9
| +4% | +$1.61K | 0.01% | 538 |
|
|
2019
Q2 | $41K | Hold |
237
| – | – | 0.01% | 547 |
|
|
2019
Q1 | $45K | Hold |
237
| – | – | 0.01% | 526 |
|
|
2018
Q4 | $38K | Sell |
237
-450
| -66% | -$72.2K | 0.01% | 511 |
|
|
2018
Q3 | $131K | Buy |
687
+450
| +190% | +$85.8K | 0.04% | 364 |
|
|
2018
Q2 | $38K | Buy |
237
+21
| +10% | +$3.37K | 0.01% | 588 |
|
|
2018
Q1 | $30K | Buy |
+216
| New | +$30K | 0.01% | 628 |
|