Phoenix Financial’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 | $8.29M | Buy |
15,295
+1,035
| +7% | +$561K | 0.11% | 102 |
|
|
2025
Q1 | $7.07M | Buy |
14,260
+1,720
| +14% | +$853K | 0.11% | 112 |
|
|
2024
Q4 | $6.55M | Sell |
12,540
-1,220
| -9% | -$637K | 0.09% | 116 |
|
|
2024
Q3 | $6.76M | Sell |
13,760
-2,961
| -18% | -$1.46M | 0.1% | 114 |
|
|
2024
Q2 | $7.44M | Buy |
16,721
+617
| +4% | +$274K | 0.11% | 107 |
|
|
2024
Q1 | $6.42M | Buy |
16,104
+7,258
| +82% | +$2.89M | 0.09% | 114 |
|
|
2023
Q4 | $3.29M | Buy |
8,846
+104
| +1% | +$38.6K | 0.05% | 154 |
|
|
2023
Q3 | $2.56M | Sell |
8,742
-144
| -2% | -$42.2K | 0.05% | 158 |
|
|
2023
Q2 | $3.04M | Buy |
8,886
+3,366
| +61% | +$1.15M | 0.06% | 120 |
|
|
2023
Q1 | $1.41M | Sell |
5,520
-343
| -6% | -$87.6K | 0.03% | 169 |
|
|
2022
Q4 | $1.56M | Buy |
5,863
+119
| +2% | +$31.6K | 0.03% | 148 |
|
|
2022
Q3 | $1.09M | Buy |
5,744
+631
| +12% | +$119K | 0.02% | 182 |
|
|
2022
Q2 | $1.03M | Buy |
5,113
+549
| +12% | +$110K | 0.02% | 209 |
|
|
2022
Q1 | $1.38M | Buy |
4,564
+3,007
| +193% | +$908K | 0.02% | 227 |
|
|
2021
Q4 | $564K | Sell |
1,557
-333
| -18% | -$121K | 0.01% | 274 |
|
|
2021
Q3 | $623K | Buy |
+1,890
| New | +$623K | 0.01% | 290 |
|
|
2021
Q2 | – | Sell |
-2,529
| Closed | -$612K | – | 353 |
|
|
2021
Q1 | $612K | Sell |
2,529
-312
| -11% | -$75.5K | 0.01% | 302 |
|
|
2020
Q4 | $769K | Buy |
2,841
+1,314
| +86% | +$356K | 0.02% | 240 |
|
|
2020
Q3 | $333K | Buy |
+1,527
| New | +$333K | 0.01% | 248 |
|