Peloton Wealth Strategists’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 | $541K | Buy |
+995
| New | +$541K | 0.22% | 76 |
|
|
2022
Q2 | – | Sell |
-9,116
| Closed | -$2.75M | – | 86 |
|
|
2022
Q1 | $2.75M | Buy |
9,116
+75
| +0.8% | +$22.6K | 1.15% | 35 |
|
|
2021
Q4 | $3.25M | Buy |
9,041
+35
| +0.4% | +$12.6K | 1.3% | 34 |
|
|
2021
Q3 | $2.98M | Sell |
9,006
-15
| -0.2% | -$4.97K | 1.22% | 35 |
|
|
2021
Q2 | $2.77M | Buy |
9,021
+225
| +3% | +$69K | 1.14% | 37 |
|
|
2021
Q1 | $2.17M | Buy |
8,796
+81
| +0.9% | +$20K | 1.02% | 40 |
|
|
2020
Q4 | $2.38M | Hold |
8,715
| – | – | 1.18% | 36 |
|
|
2020
Q3 | $2.06M | Sell |
8,715
-75
| -0.9% | -$17.7K | 1.16% | 37 |
|
|
2020
Q2 | $1.67M | Buy |
8,790
+345
| +4% | +$65.5K | 1.05% | 39 |
|
|
2020
Q1 | $1.39M | Buy |
+8,445
| New | +$1.39M | 1.14% | 38 |
|