SlateStone 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 | $1.85M | Sell |
3,407
-384
| -10% | -$209K | 0.17% | 107 |
|
|
2025
Q1 | $1.88M | Sell |
3,791
-385
| -9% | -$191K | 0.19% | 101 |
|
|
2024
Q4 | $2.18M | Buy |
4,176
+138
| +3% | +$72K | 0.21% | 95 |
|
|
2024
Q3 | $1.98M | Hold |
4,038
| – | – | 0.18% | 104 |
|
|
2024
Q2 | $1.8M | Buy |
+4,038
| New | +$1.8M | 0.19% | 104 |
|
|
2019
Q3 | – | Sell |
-3,945
| Closed | -$690K | – | 176 |
|
|
2019
Q2 | $690K | Sell |
3,945
-435
| -10% | -$76.1K | 0.19% | 95 |
|
|
2019
Q1 | $833K | Buy |
4,380
+2,895
| +195% | +$551K | 0.26% | 79 |
|
|
2018
Q4 | $237K | Buy |
+1,485
| New | +$237K | 0.11% | 91 |
|