Realta Investment Advisors’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 | $1.28M | Buy |
2,352
+83
| +4% | +$45.1K | 0.51% | 49 |
|
|
2025
Q1 | $1.12M | Buy |
2,269
+69
| +3% | +$34.2K | 0.51% | 49 |
|
|
2024
Q4 | $1.18M | Buy |
2,200
+81
| +4% | +$43.4K | 0.48% | 49 |
|
|
2024
Q3 | $1.03M | Buy |
2,119
+93
| +5% | +$45.3K | 0.48% | 50 |
|
|
2024
Q2 | $901K | Buy |
2,026
+439
| +28% | +$195K | 0.18% | 130 |
|
|
2024
Q1 | $633K | Buy |
1,587
+102
| +7% | +$40.7K | 0.13% | 190 |
|
|
2023
Q4 | $501K | Buy |
+1,485
| New | +$501K | 0.11% | 221 |
|
|
2022
Q2 | – | Sell |
-766
| Closed | -$231K | – | 418 |
|
|
2022
Q1 | $231K | Sell |
766
-66
| -8% | -$19.9K | 0.05% | 355 |
|
|
2021
Q4 | $299K | Buy |
832
+10
| +1% | +$3.59K | 0.07% | 315 |
|
|
2021
Q3 | $272K | Sell |
822
-9
| -1% | -$2.98K | 0.06% | 318 |
|
|
2021
Q2 | $255K | Buy |
+831
| New | +$255K | 0.06% | 321 |
|
|
2020
Q1 | – | Sell |
-591
| Closed | -$117K | – | 849 |
|
|
2019
Q4 | $117K | Buy |
591
+153
| +35% | +$30.3K | 0.03% | 461 |
|
|
2019
Q3 | $78K | Buy |
438
+306
| +232% | +$54.5K | 0.02% | 558 |
|
|
2019
Q2 | $23K | Sell |
132
-183
| -58% | -$31.9K | 0.01% | 892 |
|
|
2019
Q1 | $61K | Buy |
+315
| New | +$61K | 0.03% | 502 |
|