Patriot Financial Group Insurance Agency’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 | $252K | Buy |
+463
| New | +$252K | 0.03% | 449 |
|
|
2024
Q4 | – | Sell |
-673
| Closed | -$331K | – | 506 |
|
|
2024
Q3 | $331K | Sell |
673
-41
| -6% | -$20.1K | 0.04% | 364 |
|
|
2024
Q2 | $318K | Sell |
714
-19
| -3% | -$8.45K | 0.05% | 357 |
|
|
2024
Q1 | $293K | Buy |
+733
| New | +$293K | 0.05% | 372 |
|
|
2022
Q3 | – | Sell |
-328
| Closed | -$66K | – | 1159 |
|
|
2022
Q2 | $66K | Sell |
328
-5
| -2% | -$1.01K | 0.01% | 647 |
|
|
2022
Q1 | $100K | Sell |
333
-64
| -16% | -$19.2K | 0.02% | 587 |
|
|
2021
Q4 | $143K | Buy |
397
+37
| +10% | +$13.3K | 0.02% | 543 |
|
|
2021
Q3 | $119K | Hold |
360
| – | – | 0.02% | 592 |
|
|
2021
Q2 | $110K | Sell |
360
-18
| -5% | -$5.5K | 0.02% | 595 |
|
|
2021
Q1 | $93K | Buy |
378
+24
| +7% | +$5.91K | 0.02% | 581 |
|
|
2020
Q4 | $97K | Hold |
354
| – | – | 0.02% | 507 |
|
|
2020
Q3 | $84K | Buy |
354
+33
| +10% | +$7.83K | 0.03% | 429 |
|
|
2020
Q2 | $61K | Hold |
321
| – | – | 0.02% | 469 |
|
|
2020
Q1 | $53K | Hold |
321
| – | – | 0.02% | 440 |
|
|
2019
Q4 | $63K | Sell |
321
-30
| -9% | -$5.89K | 0.02% | 431 |
|
|
2019
Q3 | $63K | Sell |
351
-48
| -12% | -$8.62K | 0.03% | 403 |
|
|
2019
Q2 | $71K | Buy |
399
+123
| +45% | +$21.9K | 0.03% | 378 |
|
|
2019
Q1 | $52K | Buy |
276
+6
| +2% | +$1.13K | 0.03% | 376 |
|
|
2018
Q4 | $43K | Hold |
270
| – | – | 0.03% | 349 |
|
|
2018
Q3 | $52K | Buy |
270
+90
| +50% | +$17.3K | 0.03% | 296 |
|
|
2018
Q2 | $29K | Sell |
180
-108
| -38% | -$17.4K | 0.03% | 236 |
|
|
2018
Q1 | $38K | Buy |
288
+45
| +19% | +$5.94K | 0.03% | 361 |
|
|
2017
Q4 | $32K | Sell |
243
-297
| -55% | -$39.1K | 0.02% | 369 |
|
|
2017
Q3 | $21K | Buy |
540
+360
| +200% | +$14K | 0.02% | 395 |
|
|
2017
Q2 | $19K | Sell |
180
-90
| -33% | -$9.5K | 0.02% | 397 |
|
|
2017
Q1 | $23K | Hold |
270
| – | – | 0.02% | 333 |
|
|
2016
Q4 | $20K | Buy |
+270
| New | +$20K | 0.03% | 342 |
|