RCA
Resonant Capital Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Buy |
1,816
+262
| +17% | +$142K | 0.06% | 160 |
|
|
2025
Q1 | $770K | Buy |
1,554
+22
| +1% | +$10.9K | 0.05% | 167 |
|
|
2024
Q4 | $800K | Buy |
1,532
+6
| +0.4% | +$3.13K | 0.06% | 164 |
|
|
2024
Q3 | $750K | Buy |
1,526
+119
| +8% | +$58.5K | 0.06% | 174 |
|
|
2024
Q2 | $626K | Sell |
1,407
-95
| -6% | -$42.3K | 0.05% | 182 |
|
|
2024
Q1 | $599K | Buy |
1,502
+447
| +42% | +$178K | 0.05% | 181 |
|
|
2023
Q4 | $356K | Buy |
1,055
+19
| +2% | +$6.41K | 0.03% | 209 |
|
|
2023
Q3 | $303K | Sell |
1,036
-12
| -1% | -$3.51K | 0.03% | 213 |
|
|
2023
Q2 | $358K | Buy |
1,048
+44
| +4% | +$15K | 0.04% | 188 |
|
|
2023
Q1 | $256K | Sell |
1,004
-29
| -3% | -$7.41K | 0.03% | 221 |
|
|
2022
Q4 | $274K | Buy |
+1,033
| New | +$274K | 0.03% | 221 |
|