PDS Planning’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 | $1.23M | Buy |
2,264
+675
| +42% | +$367K | 0.09% | 103 |
|
|
2025
Q1 | $787K | Buy |
1,589
+204
| +15% | +$101K | 0.07% | 140 |
|
|
2024
Q4 | $723K | Buy |
1,385
+51
| +4% | +$26.6K | 0.06% | 131 |
|
|
2024
Q3 | $655K | Buy |
1,334
+43
| +3% | +$21.1K | 0.06% | 146 |
|
|
2024
Q2 | $574K | Sell |
1,291
-96
| -7% | -$42.7K | 0.06% | 146 |
|
|
2024
Q1 | $554K | Buy |
1,387
+44
| +3% | +$17.6K | 0.06% | 147 |
|
|
2023
Q4 | $453K | Buy |
1,343
+58
| +5% | +$19.6K | 0.05% | 164 |
|
|
2023
Q3 | $376K | Buy |
1,285
+24
| +2% | +$7.02K | 0.05% | 175 |
|
|
2023
Q2 | $431K | Buy |
1,261
+214
| +20% | +$73.2K | 0.06% | 155 |
|
|
2023
Q1 | $267K | Buy |
1,047
+261
| +33% | +$66.7K | 0.04% | 218 |
|
|
2022
Q4 | $209K | Buy |
+786
| New | +$209K | 0.03% | 198 |
|
|
2022
Q2 | – | Sell |
-702
| Closed | -$212K | – | 233 |
|
|
2022
Q1 | $212K | Buy |
+702
| New | +$212K | 0.04% | 200 |
|