Resurgent Financial 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 | $1.47M | Buy |
2,698
+468
| +21% | +$254K | 0.81% | 31 |
|
|
2025
Q1 | $1.1M | Buy |
2,230
+177
| +9% | +$87.7K | 0.66% | 38 |
|
|
2024
Q4 | $1.07M | Buy |
2,053
+517
| +34% | +$270K | 0.63% | 40 |
|
|
2024
Q3 | $755K | Buy |
+1,536
| New | +$755K | 0.44% | 67 |
|
|
2024
Q1 | – | Sell |
-142
| Closed | -$47.9K | – | 333 |
|
|
2023
Q4 | $47.9K | Buy |
142
+8
| +6% | +$2.7K | 0.03% | 339 |
|
|
2023
Q3 | $39.2K | Sell |
134
-10
| -7% | -$2.92K | 0.03% | 360 |
|
|
2023
Q2 | $49.2K | Buy |
144
+3
| +2% | +$1.03K | 0.03% | 332 |
|
|
2023
Q1 | $36K | Sell |
141
-131
| -48% | -$33.5K | 0.02% | 387 |
|
|
2022
Q4 | $72.2K | Buy |
+272
| New | +$72.2K | 0.04% | 361 |
|