Private Wealth Advisors (California)’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 | $223K | Hold |
411
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $204K | Hold |
411
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $215K | Buy |
+411
| New | +$215K | 0.08% | 78 |
|
|
2023
Q4 | – | Sell |
-1,086
| Closed | -$317K | – | 76 |
|
|
2023
Q3 | $317K | Hold |
1,086
| – | – | 0.13% | 62 |
|
|
2023
Q2 | $371K | Hold |
1,086
| – | – | 0.15% | 58 |
|
|
2023
Q1 | $277K | Hold |
1,086
| – | – | 0.12% | 67 |
|
|
2022
Q4 | $288K | Hold |
1,086
| – | – | 0.1% | 65 |
|
|
2022
Q3 | $204K | Hold |
1,086
| – | – | 0.09% | 63 |
|
|
2022
Q2 | $256K | Hold |
1,086
| – | – | 0.09% | 63 |
|
|
2022
Q1 | $328K | Hold |
1,086
| – | – | 0.1% | 66 |
|
|
2021
Q4 | $390K | Sell |
1,086
-2,172
| -67% | -$780K | 0.08% | 61 |
|
|
2021
Q3 | $358K | Buy |
3,258
+2,172
| +200% | +$239K | 0.09% | 74 |
|
|
2021
Q2 | $333K | Hold |
1,086
| – | – | 0.1% | 71 |
|
|
2021
Q1 | $267K | Sell |
1,086
-84
| -7% | -$20.7K | 0.09% | 74 |
|
|
2020
Q4 | $316K | Hold |
1,170
| – | – | 0.11% | 58 |
|
|
2020
Q3 | $277K | Hold |
1,170
| – | – | 0.14% | 50 |
|
|
2020
Q2 | $222K | Buy |
+1,170
| New | +$222K | 0.15% | 46 |
|
|
2020
Q1 | – | Sell |
-1,170
| Closed | -$231K | – | 63 |
|
|
2019
Q4 | $231K | Hold |
1,170
| – | – | 0.13% | 70 |
|
|
2019
Q3 | $211K | Hold |
1,170
| – | – | 0.14% | 58 |
|
|
2019
Q2 | $223K | Hold |
1,170
| – | – | 0.15% | 55 |
|
|
2019
Q1 | $223K | Buy |
+1,170
| New | +$223K | 0.15% | 55 |
|