Rockingstone 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 | $3.29M | Sell |
6,057
-2,101
| -26% | -$1.14M | 1.73% | 21 |
|
|
2025
Q1 | $4.04M | Sell |
8,158
-345
| -4% | -$171K | 1.82% | 18 |
|
|
2024
Q4 | $4.44M | Sell |
8,503
-245
| -3% | -$128K | 1.96% | 12 |
|
|
2024
Q3 | $4.3M | Hold |
8,748
| – | – | 2.11% | 13 |
|
|
2024
Q2 | $3.89M | Buy |
8,748
+41
| +0.5% | +$18.2K | 2% | 15 |
|
|
2024
Q1 | $3.47M | Sell |
8,707
-396
| -4% | -$158K | 1.79% | 18 |
|
|
2023
Q4 | $3.07M | Buy |
9,103
+592
| +7% | +$200K | 1.72% | 19 |
|
|
2023
Q3 | $2.49M | Buy |
8,511
+62
| +0.7% | +$18.1K | 1.38% | 22 |
|
|
2023
Q2 | $2.89M | Buy |
8,449
+81
| +1% | +$27.7K | 1.63% | 18 |
|
|
2023
Q1 | $2.14M | Buy |
8,368
+434
| +5% | +$111K | 1.3% | 25 |
|
|
2022
Q4 | $2.11M | Buy |
+7,934
| New | +$2.11M | 1.57% | 20 |
|