Stamos Capital Partners’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 | $984K | Buy |
1,811
+817
| +82% | +$444K | 0.18% | 114 |
|
|
2025
Q1 | $492K | Buy |
+994
| New | +$492K | 0.13% | 127 |
|
|
2022
Q3 | – | Sell |
-1,640
| Closed | -$329K | – | 190 |
|
|
2022
Q2 | $329K | Hold |
1,640
| – | – | 0.1% | 95 |
|
|
2022
Q1 | $495K | Buy |
+1,640
| New | +$495K | 0.17% | 78 |
|
|
2020
Q4 | – | Sell |
-1,200
| Closed | -$284K | – | 63 |
|
|
2020
Q3 | $284K | Hold |
1,200
| – | – | 0.11% | 61 |
|
|
2020
Q2 | $228K | Sell |
1,200
-5,157
| -81% | -$980K | 0.13% | 51 |
|
|
2020
Q1 | $1.05M | Buy |
+6,357
| New | +$1.05M | 0.55% | 54 |
|