Stonegate Investment Group’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
$3.71M Buy
6,830
+4,330
+173% +$2.35M 0.09% 89
2025
Q1
$1.24M Sell
2,500
-212
-8% -$105K 0.03% 142
2024
Q4
$1.42M Sell
2,712
-103
-4% -$53.8K 0.04% 134
2024
Q3
$1.38M Buy
2,815
+115
+4% +$56.5K 0.04% 145
2024
Q2
$1.2M Buy
2,700
+275
+11% +$122K 0.03% 154
2024
Q1
$968K Sell
2,425
-180
-7% -$71.8K 0.03% 165
2023
Q4
$879K Buy
2,605
+206
+9% +$69.5K 0.03% 165
2023
Q3
$701K Sell
2,399
-8
-0.3% -$2.34K 0.03% 173
2023
Q2
$823K Buy
2,407
+40
+2% +$13.7K 0.03% 173
2023
Q1
$605K Buy
2,367
+275
+13% +$70.3K 0.02% 189
2022
Q4
$555K Buy
2,092
+807
+63% +$214K 0.02% 195
2022
Q3
$241K Buy
+1,285
New +$241K 0.01% 243