Stiles 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 | $2.77M | Buy |
5,099
+260
| +5% | +$141K | 0.96% | 32 |
|
|
2025
Q1 | $2.4M | Buy |
4,839
+84
| +2% | +$41.6K | 0.92% | 36 |
|
|
2024
Q4 | $2.48M | Sell |
4,755
-182
| -4% | -$95K | 0.9% | 35 |
|
|
2024
Q3 | $2.43M | Buy |
4,937
+57
| +1% | +$28K | 0.85% | 38 |
|
|
2024
Q2 | $2.17M | Sell |
4,880
-3
| -0.1% | -$1.34K | 0.84% | 40 |
|
|
2024
Q1 | $1.95M | Sell |
4,883
-70
| -1% | -$27.9K | 0.78% | 43 |
|
|
2023
Q4 | $1.67M | Sell |
4,953
-122
| -2% | -$41.2K | 0.76% | 44 |
|
|
2023
Q3 | $1.48M | Buy |
5,075
+185
| +4% | +$54.1K | 0.77% | 43 |
|
|
2023
Q2 | $1.67M | Sell |
4,890
-150
| -3% | -$51.3K | 0.83% | 35 |
|
|
2023
Q1 | $1.29M | Sell |
5,040
-18
| -0.4% | -$4.6K | 0.69% | 47 |
|
|
2022
Q4 | $1.34M | Sell |
5,058
-193
| -4% | -$51.2K | 0.77% | 40 |
|
|
2022
Q3 | $984K | Sell |
5,251
-50
| -0.9% | -$9.37K | 0.6% | 52 |
|
|
2022
Q2 | $1.06M | Hold |
5,301
| – | – | 0.64% | 51 |
|
|
2022
Q1 | $1.6M | Buy |
5,301
+40
| +0.8% | +$12.1K | 0.8% | 37 |
|
|
2021
Q4 | $1.92M | Buy |
+5,261
| New | +$1.92M | 0.92% | 32 |
|