SteelPeak Wealth’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 | $17.7M | Buy |
32,629
+2,286
| +8% | +$1.24M | 0.69% | 34 |
|
|
2025
Q1 | $15M | Sell |
30,343
-14,314
| -32% | -$7.09M | 0.62% | 36 |
|
|
2024
Q4 | $23.3M | Buy |
44,657
+17,087
| +62% | +$8.92M | 0.95% | 22 |
|
|
2024
Q3 | $13.5M | Buy |
27,570
+19,960
| +262% | +$9.81M | 0.59% | 39 |
|
|
2024
Q2 | $3.39M | Sell |
7,610
-19,239
| -72% | -$8.56M | 0.16% | 102 |
|
|
2024
Q1 | $10.7M | Buy |
26,849
+25,756
| +2,356% | +$10.3M | 0.54% | 44 |
|
|
2023
Q4 | $369K | Sell |
1,093
-22,735
| -95% | -$7.67M | 0.02% | 300 |
|
|
2023
Q3 | $6.96M | Buy |
23,828
+22,788
| +2,191% | +$6.66M | 0.44% | 58 |
|
|
2023
Q2 | $356K | Sell |
1,040
-24,888
| -96% | -$8.51M | 0.02% | 287 |
|
|
2023
Q1 | $6.62M | Buy |
25,928
+20,061
| +342% | +$5.12M | 0.45% | 61 |
|
|
2022
Q4 | $1.56M | Sell |
5,867
-1,124
| -16% | -$298K | 0.11% | 140 |
|
|
2022
Q3 | $1.31M | Sell |
6,991
-26,074
| -79% | -$4.89M | 0.1% | 146 |
|
|
2022
Q2 | $6.64M | Buy |
33,065
+4,401
| +15% | +$883K | 0.48% | 55 |
|
|
2022
Q1 | $8.65M | Sell |
28,664
-1,748
| -6% | -$527K | 0.49% | 47 |
|
|
2021
Q4 | $10.9M | Sell |
30,412
-1,337
| -4% | -$480K | 0.62% | 35 |
|
|
2021
Q3 | $10.5M | Buy |
31,749
+16,266
| +105% | +$5.39M | 0.7% | 34 |
|
|
2021
Q2 | $4.75M | Buy |
15,483
+471
| +3% | +$144K | 0.33% | 69 |
|
|
2021
Q1 | $3.7M | Buy |
+15,012
| New | +$3.7M | 0.29% | 74 |
|