Prestige Wealth Management 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 | $40.8K | Hold |
75
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $37.1K | Hold |
75
| – | – | 0.01% | 284 |
|
|
2024
Q4 | $39.1K | Hold |
75
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $36.8K | Hold |
75
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $33.4K | Hold |
75
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $29.9K | Hold |
75
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $25.3K | Buy |
75
+9
| +14% | +$3.04K | 0.01% | 313 |
|
|
2023
Q3 | $19.3K | Hold |
66
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $22.6K | Sell |
66
-1,011
| -94% | -$346K | 0.01% | 352 |
|
|
2023
Q1 | $275K | Buy |
1,077
+994
| +1,198% | +$254K | 0.07% | 130 |
|
|
2022
Q4 | $22K | Sell |
83
-905
| -92% | -$240K | 0.01% | 342 |
|
|
2022
Q3 | $185K | Buy |
988
+89
| +10% | +$16.7K | 0.05% | 140 |
|
|
2022
Q2 | $180K | Sell |
899
-52
| -5% | -$10.4K | 0.05% | 140 |
|
|
2022
Q1 | $287K | Buy |
951
+815
| +599% | +$246K | 0.07% | 114 |
|
|
2021
Q4 | $49K | Buy |
136
+13
| +11% | +$4.68K | 0.01% | 265 |
|
|
2021
Q3 | $41K | Buy |
123
+6
| +5% | +$2K | 0.01% | 275 |
|
|
2021
Q2 | $36K | Buy |
117
+9
| +8% | +$2.77K | 0.01% | 277 |
|
|
2021
Q1 | $27K | Sell |
108
-27
| -20% | -$6.75K | 0.01% | 316 |
|
|
2020
Q4 | $37K | Buy |
135
+78
| +137% | +$21.4K | 0.01% | 275 |
|
|
2020
Q3 | $14K | Sell |
57
-411
| -88% | -$101K | ﹤0.01% | 391 |
|
|
2020
Q2 | $89K | Buy |
468
+414
| +767% | +$78.7K | 0.03% | 165 |
|
|
2020
Q1 | $9K | Buy |
+54
| New | +$9K | ﹤0.01% | 399 |
|
|
2019
Q1 | – | Sell |
-99
| Closed | -$16K | – | 814 |
|
|
2018
Q4 | $16K | Buy |
+99
| New | +$16K | 0.01% | 354 |
|