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Revolve Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
2,080
-54
-3% -$29.3K 0.15% 77
2025
Q1
$1.06M Buy
2,134
+990
+87% +$490K 0.15% 77
2024
Q4
$597K Buy
1,144
+14
+1% +$7.31K 0.09% 101
2024
Q3
$555K Sell
1,130
-1
-0.1% -$491 0.08% 111
2024
Q2
$503K Sell
1,131
-21
-2% -$9.34K 0.08% 105
2024
Q1
$460K Buy
1,152
+15
+1% +$5.99K 0.08% 108
2023
Q4
$384K Sell
1,137
-30
-3% -$10.1K 0.07% 107
2023
Q3
$341K Sell
1,167
-26
-2% -$7.6K 0.08% 105
2023
Q2
$408K Buy
1,193
+101
+9% +$34.5K 0.1% 93
2023
Q1
$279K Sell
1,092
-111
-9% -$28.4K 0.07% 114
2022
Q4
$319K Sell
1,203
-125
-9% -$33.2K 0.09% 101
2022
Q3
$249K Sell
1,328
-46
-3% -$8.63K 0.08% 107
2022
Q2
$276K Buy
1,374
+66
+5% +$13.3K 0.09% 100
2022
Q1
$395K Buy
1,308
+3
+0.2% +$906 0.11% 86
2021
Q4
$469K Buy
+1,305
New +$469K 0.14% 81