Sharp Financial Services’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 | $764K | Buy |
1,406
+304
| +28% | +$165K | 0.49% | 27 |
|
|
2025
Q1 | $546K | Buy |
1,102
+27
| +3% | +$13.4K | 0.42% | 33 |
|
|
2024
Q4 | $561K | Hold |
1,075
| – | – | 0.43% | 37 |
|
|
2024
Q3 | $528K | Hold |
1,075
| – | – | 0.41% | 42 |
|
|
2024
Q2 | $478K | Hold |
1,075
| – | – | 0.41% | 43 |
|
|
2024
Q1 | $429K | Sell |
1,075
-15
| -1% | -$5.99K | 0.4% | 52 |
|
|
2023
Q4 | $368K | Buy |
+1,090
| New | +$368K | 0.4% | 53 |
|