Silver Oak Securities’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 | $603K | Sell |
1,110
-987
| -47% | -$536K | 0.05% | 360 |
|
|
2025
Q1 | $1.03M | Buy |
2,097
+313
| +18% | +$154K | 0.09% | 228 |
|
|
2024
Q4 | $940K | Buy |
1,784
+203
| +13% | +$107K | 0.09% | 246 |
|
|
2024
Q3 | $758K | Buy |
1,581
+1,336
| +545% | +$640K | 0.08% | 255 |
|
|
2024
Q2 | $109K | Buy |
245
+87
| +55% | +$38.7K | 0.02% | 426 |
|
|
2024
Q1 | $63.1K | Buy |
+158
| New | +$63.1K | 0.01% | 437 |
|
|
2023
Q4 | – | Sell |
-705
| Closed | -$206K | – | 515 |
|
|
2023
Q3 | $206K | Buy |
705
+7
| +1% | +$2.05K | 0.04% | 286 |
|
|
2023
Q2 | $239K | Buy |
+698
| New | +$239K | 0.04% | 387 |
|
|
2022
Q4 | – | Sell |
-705
| Closed | -$206K | – | 386 |
|
|
2022
Q3 | $206K | Buy |
+705
| New | +$206K | 0.04% | 286 |
|