Simplicity Wealth’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 | $1.97M | Buy |
3,631
+2,242
| +161% | +$1.22M | 0.08% | 219 |
|
|
2025
Q1 | $688K | Buy |
1,389
+724
| +109% | +$359K | 0.05% | 294 |
|
|
2024
Q4 | $347K | Sell |
665
-506
| -43% | -$264K | 0.07% | 211 |
|
|
2024
Q3 | $575K | Sell |
1,171
-26,975
| -96% | -$13.3M | 0.05% | 269 |
|
|
2024
Q2 | $12.5M | Buy |
28,146
+127
| +0.5% | +$56.5K | 0.28% | 73 |
|
|
2024
Q1 | $11.2M | Buy |
+28,019
| New | +$11.2M | 0.27% | 75 |
|