Southern Capital 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 | $326K | Hold |
600
| – | – | 0.17% | 60 |
|
|
2025
Q1 | $297K | Hold |
600
| – | – | 0.16% | 61 |
|
|
2024
Q4 | $313K | Hold |
600
| – | – | 0.17% | 52 |
|
|
2024
Q3 | $295K | Hold |
600
| – | – | 0.17% | 55 |
|
|
2024
Q2 | $267K | Sell |
600
-13
| -2% | -$5.78K | 0.16% | 54 |
|
|
2024
Q1 | $245K | Buy |
613
+13
| +2% | +$5.19K | 0.15% | 58 |
|
|
2023
Q4 | $202K | Buy |
+600
| New | +$202K | 0.14% | 66 |
|
|
2023
Q3 | – | Sell |
-5,165
| Closed | -$1.77M | – | 66 |
|
|
2023
Q2 | $1.77M | Buy |
+5,165
| New | +$1.77M | 1.35% | 18 |
|
|
2023
Q1 | – | Sell |
-867
| Closed | -$230K | – | 78 |
|
|
2022
Q4 | $230K | Buy |
+867
| New | +$230K | 0.18% | 64 |
|
|
2022
Q2 | – | Sell |
-911
| Closed | -$275K | – | 75 |
|
|
2022
Q1 | $275K | Sell |
911
-4,383
| -83% | -$1.32M | 0.19% | 61 |
|
|
2021
Q4 | $1.9M | Buy |
+5,294
| New | +$1.9M | 1.18% | 23 |
|