Spectrum Wealth Counsel’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $210K | Hold |
423
| – | – | 0.03% | 120 |
|
|
2024
Q4 | $221K | Sell |
423
-37
| -8% | -$19.3K | 0.03% | 116 |
|
|
2024
Q3 | $226K | Sell |
460
-194
| -30% | -$95.3K | 0.03% | 111 |
|
|
2024
Q2 | $291K | Sell |
654
-166
| -20% | -$73.8K | 0.04% | 111 |
|
|
2024
Q1 | $327K | Sell |
820
-25
| -3% | -$9.98K | 0.04% | 118 |
|
|
2023
Q4 | $285K | Buy |
+845
| New | +$285K | 0.04% | 121 |
|