Pinnacle Wealth Management Advisory Group’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 | $853K | Buy |
1,570
+82
| +6% | +$44.6K | 0.07% | 158 |
|
|
2025
Q1 | $737K | Buy |
1,488
+7
| +0.5% | +$3.47K | 0.07% | 165 |
|
|
2024
Q4 | $773K | Sell |
1,481
-43
| -3% | -$22.4K | 0.07% | 153 |
|
|
2024
Q3 | $749K | Sell |
1,524
-50
| -3% | -$24.6K | 0.07% | 155 |
|
|
2024
Q2 | $700K | Buy |
1,574
+3
| +0.2% | +$1.34K | 0.07% | 154 |
|
|
2024
Q1 | $627K | Buy |
1,571
+2
| +0.1% | +$798 | 0.07% | 162 |
|
|
2023
Q4 | $529K | Buy |
1,569
+90
| +6% | +$30.4K | 0.06% | 175 |
|
|
2023
Q3 | $432K | Buy |
1,479
+89
| +6% | +$26K | 0.06% | 193 |
|
|
2023
Q2 | $475K | Buy |
1,390
+55
| +4% | +$18.8K | 0.06% | 188 |
|
|
2023
Q1 | $341K | Buy |
1,335
+91
| +7% | +$23.2K | 0.05% | 221 |
|
|
2022
Q4 | $330K | Buy |
+1,244
| New | +$330K | 0.05% | 213 |
|