Prosperity Wealth Management’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 | – | Sell |
-1,564
| Closed | -$775K | – | 253 |
|
|
2025
Q1 | $775K | Sell |
1,564
-125
| -7% | -$61.9K | 0.36% | 59 |
|
|
2024
Q4 | $882K | Buy |
1,689
+124
| +8% | +$64.7K | 0.36% | 51 |
|
|
2024
Q3 | $769K | Buy |
1,565
+235
| +18% | +$115K | 0.31% | 54 |
|
|
2024
Q2 | $592K | Buy |
+1,330
| New | +$592K | 0.29% | 71 |
|
|
2023
Q4 | – | Sell |
-1,145
| Closed | -$335K | – | 152 |
|
|
2023
Q3 | $335K | Buy |
1,145
+60
| +6% | +$17.5K | 0.22% | 86 |
|
|
2023
Q2 | $371K | Buy |
+1,085
| New | +$371K | 0.24% | 63 |
|