Strategic Financial Concepts’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 | $306K | Sell |
563
-53
| -9% | -$28.8K | 0.04% | 196 |
|
|
2025
Q1 | $305K | Hold |
616
| – | – | 0.06% | 235 |
|
|
2024
Q4 | $322K | Buy |
616
+1
| +0.2% | +$522 | 0.06% | 231 |
|
|
2024
Q3 | $302K | Sell |
615
-265,506
| -100% | -$130M | 0.1% | 170 |
|
|
2024
Q2 | $8.18K | Buy |
266,121
+265,461
| +40,221% | +$8.16K | ﹤0.01% | 430 |
|
|
2024
Q1 | $263K | Buy |
+660
| New | +$263K | 0.06% | 249 |
|
|
2023
Q3 | – | Sell |
-861
| Closed | -$294K | – | 275 |
|
|
2023
Q2 | $294K | Buy |
861
+4
| +0.5% | +$1.37K | 0.11% | 174 |
|
|
2023
Q1 | $219K | Buy |
+857
| New | +$219K | 0.09% | 203 |
|