Semus 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 | $353K | Sell |
649
-3
| -0.5% | -$1.63K | 0.23% | 77 |
|
|
2025
Q1 | $323K | Buy |
652
+49
| +8% | +$24.3K | 0.23% | 75 |
|
|
2024
Q4 | $315K | Sell |
603
-181
| -23% | -$94.5K | 0.21% | 77 |
|
|
2024
Q3 | $385K | Buy |
784
+27
| +4% | +$13.3K | 0.27% | 72 |
|
|
2024
Q2 | $337K | Sell |
757
-9
| -1% | -$4K | 0.26% | 74 |
|
|
2024
Q1 | $306K | Buy |
766
+1
| +0.1% | +$399 | 0.26% | 88 |
|
|
2023
Q4 | $258K | Buy |
+765
| New | +$258K | 0.21% | 96 |
|