RWA Wealth Partners’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 | $4.2M | Sell |
7,728
-190
| -2% | -$103K | 0.05% | 170 |
|
|
2025
Q1 | $3.92M | Buy |
7,918
+275
| +4% | +$136K | 0.05% | 169 |
|
|
2024
Q4 | $3.99M | Buy |
7,643
+21
| +0.3% | +$11K | 0.05% | 168 |
|
|
2024
Q3 | $3.74M | Sell |
7,622
-381
| -5% | -$187K | 0.05% | 181 |
|
|
2024
Q2 | $3.56M | Buy |
8,003
+158
| +2% | +$70.3K | 0.05% | 176 |
|
|
2024
Q1 | $3.13M | Sell |
7,845
-14,482
| -65% | -$5.78M | 0.04% | 190 |
|
|
2023
Q4 | $7.53M | Buy |
22,327
+20,792
| +1,355% | +$7.01M | 0.11% | 107 |
|
|
2023
Q3 | $449K | Buy |
1,535
+938
| +157% | +$274K | 0.01% | 279 |
|
|
2023
Q2 | $204K | Sell |
597
-630
| -51% | -$215K | ﹤0.01% | 319 |
|
|
2023
Q1 | $313K | Hold |
1,227
| – | – | 0.01% | 208 |
|
|
2022
Q4 | $319K | Hold |
1,227
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $230K | Buy |
+1,227
| New | +$230K | 0.02% | 218 |
|
|
2022
Q2 | – | Sell |
-788
| Closed | -$238K | – | 251 |
|
|
2022
Q1 | $238K | Sell |
788
-59
| -7% | -$17.8K | 0.02% | 234 |
|
|
2021
Q4 | $304K | Sell |
847
-35
| -4% | -$12.6K | 0.02% | 210 |
|
|
2021
Q3 | $292K | Hold |
882
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $270K | Buy |
+882
| New | +$270K | 0.02% | 214 |
|
|
2021
Q1 | – | Sell |
-777
| Closed | -$212K | – | 243 |
|
|
2020
Q4 | $212K | Buy |
+777
| New | +$212K | 0.02% | 225 |
|
|
2018
Q3 | – | Sell |
-720
| Closed | -$115K | – | 468 |
|
|
2018
Q2 | $115K | Buy |
+720
| New | +$115K | 0.01% | 303 |
|