Strategic Wealth Partners’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 | $1.2M | Buy |
+2,202
| New | +$1.2M | 0.09% | 140 |
|
|
2024
Q4 | $341K | Buy |
+576
| New | +$341K | 0.03% | 247 |
|
|
2022
Q4 | – | Sell |
-3,373
| Closed | -$632K | – | 274 |
|
|
2022
Q3 | $632K | Sell |
3,373
-140
| -4% | -$26.2K | 0.13% | 157 |
|
|
2022
Q2 | $705K | Sell |
3,513
-369
| -10% | -$74.1K | 0.15% | 142 |
|
|
2022
Q1 | $1.17M | Buy |
3,882
+36
| +0.9% | +$10.9K | 0.23% | 120 |
|
|
2021
Q4 | $1.38M | Buy |
3,846
+588
| +18% | +$211K | 0.26% | 118 |
|
|
2021
Q3 | $1.08M | Buy |
3,258
+501
| +18% | +$166K | 0.32% | 91 |
|
|
2021
Q2 | $845K | Buy |
2,757
+156
| +6% | +$47.8K | 0.28% | 96 |
|
|
2021
Q1 | $641K | Buy |
2,601
+453
| +21% | +$112K | 0.26% | 99 |
|
|
2020
Q4 | $586K | Buy |
2,148
+714
| +50% | +$195K | 0.25% | 98 |
|
|
2020
Q3 | $339K | Buy |
+1,434
| New | +$339K | 0.17% | 119 |
|
|
2019
Q4 | – | Sell |
-171
| Closed | -$11.4K | – | 308 |
|
|
2019
Q3 | $11.4K | Buy |
171
+48
| +39% | +$3.19K | 0.06% | 135 |
|
|
2019
Q2 | $21K | Buy |
123
+93
| +310% | +$15.9K | 0.01% | 328 |
|
|
2019
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 609 |
|
|
2018
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 561 |
|