Souders Financial Advisors’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 | $878K | Sell |
1,616
-364
| -18% | -$198K | 0.11% | 96 |
|
|
2025
Q1 | $981K | Sell |
1,980
-744
| -27% | -$368K | 0.14% | 94 |
|
|
2024
Q4 | $1.42M | Sell |
2,724
-512
| -16% | -$267K | 0.2% | 85 |
|
|
2024
Q3 | $1.59M | Buy |
3,236
+2,220
| +219% | +$1.09M | 0.22% | 75 |
|
|
2024
Q2 | $452K | Buy |
1,016
+16
| +2% | +$7.12K | 0.07% | 126 |
|
|
2024
Q1 | $399K | Sell |
1,000
-3
| -0.3% | -$1.2K | 0.06% | 135 |
|
|
2023
Q4 | $338K | Sell |
1,003
-13
| -1% | -$4.39K | 0.06% | 139 |
|
|
2023
Q3 | $297K | Buy |
1,016
+5
| +0.5% | +$1.46K | 0.06% | 139 |
|
|
2023
Q2 | $346K | Sell |
1,011
-1
| -0.1% | -$342 | 0.07% | 128 |
|
|
2023
Q1 | $259K | Hold |
1,012
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $269K | Buy |
+1,012
| New | +$269K | 0.06% | 138 |
|
|
2022
Q3 | – | Sell |
-1,045
| Closed | -$210K | – | 153 |
|
|
2022
Q2 | $210K | Buy |
+1,045
| New | +$210K | 0.06% | 131 |
|