Stratos Wealth 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
$3.45M Buy
6,349
+134
+2% +$72.8K 0.18% 129
2025
Q1
$3.08M Sell
6,215
-4
-0.1% -$1.98K 0.17% 126
2024
Q4
$3.25M Buy
6,219
+124
+2% +$64.7K 0.16% 144
2024
Q3
$2.99M Buy
6,095
+162
+3% +$79.6K 0.14% 162
2024
Q2
$2.64M Buy
5,933
+147
+3% +$65.4K 0.13% 162
2024
Q1
$2.31M Sell
5,786
-179
-3% -$71.4K 0.14% 176
2023
Q4
$2.01M Buy
5,965
+297
+5% +$100K 0.12% 222
2023
Q3
$1.66M Buy
5,668
+392
+7% +$115K 0.11% 228
2023
Q2
$1.8M Sell
5,276
-97
-2% -$33.2K 0.13% 212
2023
Q1
$1.37M Buy
5,373
+103
+2% +$26.3K 0.11% 234
2022
Q4
$1.4M Buy
+5,270
New +$1.4M 0.12% 235