Sowell Financial Services’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 | $1.92M | Sell |
3,533
-1,050
| -23% | -$571K | 0.08% | 277 |
|
|
2025
Q1 | $2.27M | Buy |
+4,583
| New | +$2.27M | 0.1% | 209 |
|
|
2023
Q2 | – | Sell |
-1,321
| Closed | -$337K | – | 683 |
|
|
2023
Q1 | $337K | Buy |
+1,321
| New | +$337K | 0.03% | 529 |
|
|
2021
Q2 | – | Sell |
-2,199
| Closed | -$618K | – | 1610 |
|
|
2021
Q1 | $618K | Sell |
2,199
-444
| -17% | -$125K | 0.02% | 566 |
|
|
2020
Q4 | $721K | Sell |
2,643
-534
| -17% | -$146K | 0.03% | 414 |
|
|
2020
Q3 | $751K | Buy |
3,177
+789
| +33% | +$187K | 0.04% | 367 |
|
|
2020
Q2 | $454K | Buy |
2,388
+729
| +44% | +$139K | 0.03% | 483 |
|
|
2020
Q1 | $274K | Buy |
1,659
+438
| +36% | +$72.3K | 0.02% | 571 |
|
|
2019
Q4 | $241K | Sell |
1,221
-186
| -13% | -$36.7K | 0.02% | 656 |
|
|
2019
Q3 | $253K | Buy |
+1,407
| New | +$253K | 0.02% | 575 |
|
|
2019
Q1 | $714K | Sell |
3,756
-543
| -13% | -$103K | 0.08% | 257 |
|
|
2018
Q4 | $686K | Sell |
4,299
-156
| -4% | -$24.9K | 0.1% | 217 |
|
|
2018
Q3 | $852K | Buy |
+4,455
| New | +$852K | 0.12% | 130 |
|