ProVise 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 | $435K | Hold |
801
| – | – | 0.03% | 180 |
|
|
2025
Q1 | $397K | Hold |
801
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $418K | Hold |
801
| – | – | 0.04% | 175 |
|
|
2024
Q3 | $394K | Hold |
801
| – | – | 0.03% | 220 |
|
|
2024
Q2 | $356K | Hold |
801
| – | – | 0.03% | 222 |
|
|
2024
Q1 | $320K | Hold |
801
| – | – | 0.03% | 238 |
|
|
2023
Q4 | $270K | Hold |
801
| – | – | 0.02% | 293 |
|
|
2023
Q3 | $234K | Hold |
801
| – | – | 0.02% | 297 |
|
|
2023
Q2 | $274K | Hold |
801
| – | – | 0.02% | 292 |
|
|
2023
Q1 | $205K | Sell |
801
-6
| -0.7% | -$1.53K | 0.02% | 324 |
|
|
2022
Q4 | $214K | Buy |
+807
| New | +$214K | 0.02% | 295 |
|
|
2022
Q2 | – | Sell |
-861
| Closed | -$260K | – | 346 |
|
|
2022
Q1 | $260K | Hold |
861
| – | – | 0.02% | 312 |
|
|
2021
Q4 | $309K | Hold |
861
| – | – | 0.03% | 299 |
|
|
2021
Q3 | $285K | Buy |
861
+60
| +7% | +$19.9K | 0.03% | 298 |
|
|
2021
Q2 | $246K | Buy |
+801
| New | +$246K | 0.03% | 330 |
|
|
2021
Q1 | – | Sell |
-801
| Closed | -$218K | – | 359 |
|
|
2020
Q4 | $218K | Buy |
+801
| New | +$218K | 0.03% | 310 |
|