Sonora Investment Management Group’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 | $594K | Buy |
1,093
+31
| +3% | +$16.8K | 0.04% | 157 |
|
|
2025
Q1 | $526K | Buy |
1,062
+37
| +4% | +$18.3K | 0.04% | 164 |
|
|
2024
Q4 | $535K | Buy |
1,025
+85
| +9% | +$44.4K | 0.04% | 163 |
|
|
2024
Q3 | $462K | Buy |
940
+65
| +7% | +$31.9K | 0.03% | 179 |
|
|
2024
Q2 | $349K | Hold |
875
| – | – | 0.03% | 206 |
|
|
2024
Q1 | $349K | Sell |
875
-35
| -4% | -$14K | 0.03% | 207 |
|
|
2023
Q4 | $307K | Buy |
910
+75
| +9% | +$25.3K | 0.03% | 203 |
|
|
2023
Q3 | $244K | Buy |
835
+133
| +19% | +$38.9K | 0.02% | 216 |
|
|
2023
Q2 | $240K | Buy |
+702
| New | +$240K | 0.02% | 228 |
|
|
2023
Q1 | – | Sell |
-880
| Closed | -$234K | – | 280 |
|
|
2022
Q4 | $234K | Buy |
+880
| New | +$234K | 0.02% | 235 |
|
|
2022
Q2 | – | Sell |
-1,043
| Closed | -$315K | – | 252 |
|
|
2022
Q1 | $315K | Buy |
+1,043
| New | +$315K | 0.04% | 164 |
|