Strategic Advisors’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 | $3.46M | Buy |
6,366
+2,471
| +63% | +$1.34M | 0.68% | 30 |
|
|
2025
Q1 | $1.93M | Buy |
3,895
+3,261
| +514% | +$1.62M | 0.37% | 58 |
|
|
2024
Q4 | $331K | Buy |
634
+10
| +2% | +$5.22K | 0.06% | 162 |
|
|
2024
Q3 | $307K | Hold |
624
| – | – | 0.06% | 176 |
|
|
2024
Q2 | $278K | Buy |
624
+5
| +0.8% | +$2.22K | 0.05% | 176 |
|
|
2024
Q1 | $247K | Sell |
619
-12
| -2% | -$4.79K | 0.05% | 182 |
|
|
2023
Q4 | $213K | Buy |
+631
| New | +$213K | 0.04% | 191 |
|
|
2023
Q3 | – | Sell |
-592
| Closed | -$202K | – | 199 |
|
|
2023
Q2 | $202K | Buy |
+592
| New | +$202K | 0.04% | 184 |
|
|
2022
Q2 | – | Sell |
-903
| Closed | -$272K | – | 197 |
|
|
2022
Q1 | $272K | Sell |
903
-5,526
| -86% | -$1.66M | 0.05% | 166 |
|
|
2021
Q4 | $2.31M | Buy |
+6,429
| New | +$2.31M | 0.33% | 70 |
|