Principal Securities’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 | $4.68M | Buy |
8,604
+972
| +13% | +$528K | 0.09% | 226 |
|
|
2025
Q1 | $3.98M | Hold |
7,632
| – | – | 0.09% | 221 |
|
|
2024
Q4 | $3.98M | Sell |
7,632
-158
| -2% | -$82.5K | 0.09% | 220 |
|
|
2024
Q3 | $3.83M | Sell |
7,790
-153
| -2% | -$75.2K | 0.09% | 212 |
|
|
2024
Q2 | $3.53M | Buy |
7,943
+986
| +14% | +$439K | 0.1% | 195 |
|
|
2024
Q1 | $2.78M | Sell |
6,957
-272
| -4% | -$109K | 0.09% | 219 |
|
|
2023
Q4 | $2.44M | Buy |
+7,229
| New | +$2.44M | 0.09% | 215 |
|