Perissos Private Wealth Management’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 | $498K | Hold |
916
| – | – | 0.39% | 47 |
|
|
2025
Q1 | $454K | Sell |
916
-55
| -6% | -$27.2K | 0.41% | 47 |
|
|
2024
Q4 | $507K | Buy |
971
+5
| +0.5% | +$2.61K | 0.38% | 54 |
|
|
2024
Q3 | $475K | Hold |
966
| – | – | 0.38% | 53 |
|
|
2024
Q2 | $430K | Hold |
966
| – | – | 0.39% | 54 |
|
|
2024
Q1 | $386K | Buy |
+966
| New | +$386K | 0.35% | 53 |
|