Sittner & Nelson’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 | $495K | Hold |
911
| – | – | 0.2% | 79 |
|
|
2025
Q1 | $451K | Hold |
911
| – | – | 0.19% | 83 |
|
|
2024
Q4 | $476K | Sell |
911
-23
| -2% | -$12K | 0.21% | 75 |
|
|
2024
Q3 | $459K | Sell |
934
-25
| -3% | -$12.3K | 0.21% | 73 |
|
|
2024
Q2 | $427K | Hold |
959
| – | – | 0.21% | 71 |
|
|
2024
Q1 | $383K | Hold |
959
| – | – | 0.19% | 78 |
|
|
2023
Q4 | $324K | Sell |
959
-150
| -14% | -$50.6K | 0.17% | 85 |
|
|
2023
Q3 | $324K | Hold |
1,109
| – | – | 0.19% | 81 |
|
|
2023
Q2 | $379K | Buy |
1,109
+41
| +4% | +$14K | 0.21% | 78 |
|
|
2023
Q1 | $273K | Sell |
1,068
-401
| -27% | -$102K | 0.16% | 99 |
|
|
2022
Q4 | $390K | Hold |
1,469
| – | – | 0.24% | 77 |
|
|
2022
Q3 | $275K | Buy |
1,469
+275
| +23% | +$51.5K | 0.18% | 89 |
|
|
2022
Q2 | $240K | Hold |
1,194
| – | – | 0.16% | 97 |
|
|
2022
Q1 | $360K | Sell |
1,194
-21
| -2% | -$6.33K | 0.21% | 77 |
|
|
2021
Q4 | $437K | Hold |
1,215
| – | – | 0.25% | 66 |
|
|
2021
Q3 | $403K | Hold |
1,215
| – | – | 0.26% | 66 |
|
|
2021
Q2 | $372K | Hold |
1,215
| – | – | 0.26% | 66 |
|
|
2021
Q1 | $299K | Hold |
1,215
| – | – | 0.22% | 70 |
|
|
2020
Q4 | $331K | Buy |
+1,215
| New | +$331K | 0.3% | 65 |
|