Stokes Family Office’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 | $543K | Buy |
1,000
+2
| +0.2% | +$1.09K | 0.06% | 158 |
|
|
2025
Q1 | $494K | Hold |
998
| – | – | 0.06% | 159 |
|
|
2024
Q4 | $521K | Sell |
998
-8
| -0.8% | -$4.18K | 0.06% | 159 |
|
|
2024
Q3 | $494K | Hold |
1,006
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $448K | Buy |
1,006
+41
| +4% | +$18.2K | 0.05% | 157 |
|
|
2024
Q1 | $385K | Buy |
965
+110
| +13% | +$43.9K | 0.05% | 168 |
|
|
2023
Q4 | $288K | Sell |
855
-357
| -29% | -$120K | 0.04% | 183 |
|
|
2023
Q3 | $354K | Buy |
1,212
+59
| +5% | +$17.2K | 0.04% | 219 |
|
|
2023
Q2 | $394K | Buy |
1,153
+37
| +3% | +$12.7K | 0.05% | 208 |
|
|
2023
Q1 | $285K | Sell |
1,116
-814
| -42% | -$208K | 0.04% | 229 |
|
|
2022
Q4 | $512K | Buy |
1,930
+56
| +3% | +$14.9K | 0.07% | 161 |
|
|
2022
Q3 | $351K | Sell |
1,874
-117
| -6% | -$21.9K | 0.05% | 187 |
|
|
2022
Q2 | $400K | Buy |
1,991
+374
| +23% | +$75.1K | 0.05% | 179 |
|
|
2022
Q1 | $488K | Buy |
1,617
+430
| +36% | +$130K | 0.06% | 167 |
|
|
2021
Q4 | $426K | Buy |
1,187
+47
| +4% | +$16.9K | 0.05% | 162 |
|
|
2021
Q3 | $378K | Buy |
1,140
+12
| +1% | +$3.98K | 0.05% | 165 |
|
|
2021
Q2 | $346K | Buy |
1,128
+132
| +13% | +$40.5K | 0.05% | 166 |
|
|
2021
Q1 | $245K | Sell |
996
-3
| -0.3% | -$738 | 0.04% | 177 |
|
|
2020
Q4 | $272K | Buy |
999
+9
| +0.9% | +$2.45K | 0.05% | 142 |
|
|
2020
Q3 | $234K | Buy |
+990
| New | +$234K | 0.05% | 135 |
|