Prospera Financial Services’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 | $11.2M | Sell |
20,653
-1,028
| -5% | -$559K | 0.21% | 104 |
|
2025
Q1 | $10.7M | Buy |
21,681
+3,317
| +18% | +$1.64M | 0.25% | 93 |
|
2024
Q4 | $9.58M | Buy |
18,364
+1,126
| +7% | +$588K | 0.22% | 98 |
|
2024
Q3 | $8.47M | Buy |
17,238
+12,510
| +265% | +$6.15M | 0.22% | 101 |
|
2024
Q2 | $2.1M | Buy |
4,728
+979
| +26% | +$435K | 0.06% | 328 |
|
2024
Q1 | $1.5M | Sell |
3,749
-1,494
| -28% | -$596K | 0.04% | 396 |
|
2023
Q4 | $1.77M | Sell |
5,243
-342
| -6% | -$115K | 0.06% | 334 |
|
2023
Q3 | $1.63M | Sell |
5,585
-138
| -2% | -$40.3K | 0.06% | 307 |
|
2023
Q2 | $1.96M | Buy |
5,723
+271
| +5% | +$92.7K | 0.07% | 271 |
|
2023
Q1 | $1.39M | Sell |
5,452
-887
| -14% | -$227K | 0.06% | 331 |
|
2022
Q4 | $1.68M | Buy |
6,339
+1,155
| +22% | +$306K | 0.08% | 260 |
|
2022
Q3 | $972K | Sell |
5,184
-99
| -2% | -$18.6K | 0.05% | 372 |
|
2022
Q2 | $1.06M | Buy |
5,283
+383
| +8% | +$76.8K | 0.05% | 363 |
|
2022
Q1 | $1.48M | Buy |
4,900
+3,187
| +186% | +$961K | 0.06% | 337 |
|
2021
Q4 | $616K | Buy |
1,713
+621
| +57% | +$223K | 0.03% | 514 |
|
2021
Q3 | $362K | Sell |
1,092
-117
| -10% | -$38.8K | 0.02% | 617 |
|
2021
Q2 | $370K | Buy |
1,209
+24
| +2% | +$7.35K | 0.02% | 607 |
|
2021
Q1 | $292K | Buy |
1,185
+162
| +16% | +$39.9K | 0.02% | 627 |
|
2020
Q4 | $279K | Buy |
1,023
+384
| +60% | +$105K | 0.02% | 554 |
|
2020
Q3 | $151K | Buy |
+639
| New | +$151K | 0.06% | 300 |
|