Stratos 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 | $9.24M | Sell |
16,997
-384
| -2% | -$209K | 0.12% | 173 |
|
|
2025
Q1 | $8.61M | Sell |
17,381
-612
| -3% | -$303K | 0.13% | 163 |
|
|
2024
Q4 | $9.39M | Buy |
17,993
+330
| +2% | +$172K | 0.13% | 156 |
|
|
2024
Q3 | $8.68M | Buy |
17,663
+976
| +6% | +$479K | 0.13% | 167 |
|
|
2024
Q2 | $7.42M | Buy |
16,687
+507
| +3% | +$226K | 0.12% | 176 |
|
|
2024
Q1 | $6.46M | Buy |
16,180
+547
| +3% | +$218K | 0.11% | 204 |
|
|
2023
Q4 | $5.27M | Buy |
15,633
+94
| +0.6% | +$31.7K | 0.1% | 219 |
|
|
2023
Q3 | $4.54M | Buy |
15,539
+1,248
| +9% | +$365K | 0.1% | 215 |
|
|
2023
Q2 | $4.89M | Buy |
14,291
+1,760
| +14% | +$602K | 0.11% | 196 |
|
|
2023
Q1 | $3.2M | Sell |
12,531
-561
| -4% | -$143K | 0.09% | 229 |
|
|
2022
Q4 | $3.47M | Sell |
13,092
-9
| -0.1% | -$2.39K | 0.09% | 231 |
|
|
2022
Q3 | $2.46M | Sell |
13,101
-553
| -4% | -$104K | 0.07% | 269 |
|
|
2022
Q2 | $2.74M | Buy |
13,654
+4,068
| +42% | +$817K | 0.07% | 257 |
|
|
2022
Q1 | $2.89M | Buy |
9,586
+5,465
| +133% | +$1.65M | 0.06% | 278 |
|
|
2021
Q4 | $1.48M | Sell |
4,121
-793
| -16% | -$285K | 0.03% | 443 |
|
|
2021
Q3 | $1.63M | Buy |
4,914
+1,665
| +51% | +$552K | 0.04% | 365 |
|
|
2021
Q2 | $996K | Buy |
3,249
+33
| +1% | +$10.1K | 0.02% | 551 |
|
|
2021
Q1 | $792K | Buy |
3,216
+147
| +5% | +$36.2K | 0.02% | 567 |
|
|
2020
Q4 | $837K | Sell |
3,069
-129
| -4% | -$35.2K | 0.02% | 508 |
|
|
2020
Q3 | $756K | Buy |
3,198
+1,056
| +49% | +$250K | 0.02% | 489 |
|
|
2020
Q2 | $407K | Buy |
2,142
+168
| +9% | +$31.9K | 0.01% | 667 |
|
|
2020
Q1 | $326K | Buy |
1,974
+381
| +24% | +$62.9K | 0.01% | 663 |
|
|
2019
Q4 | $314K | Buy |
1,593
+363
| +30% | +$71.6K | 0.01% | 733 |
|
|
2019
Q3 | $221K | Buy |
1,230
+78
| +7% | +$14K | 0.01% | 848 |
|
|
2019
Q2 | $201K | Sell |
1,152
-24
| -2% | -$4.19K | 0.01% | 878 |
|
|
2019
Q1 | $224K | Sell |
1,176
-261
| -18% | -$49.7K | 0.01% | 821 |
|
|
2018
Q4 | $229K | Sell |
1,437
-483
| -25% | -$77K | 0.01% | 758 |
|
|
2018
Q3 | $367K | Sell |
1,920
-60
| -3% | -$11.5K | 0.02% | 640 |
|
|
2018
Q2 | $316K | Sell |
1,980
-60
| -3% | -$9.58K | 0.01% | 722 |
|
|
2018
Q1 | $281K | Buy |
2,040
+345
| +20% | +$47.5K | 0.01% | 748 |
|
|
2017
Q4 | $206K | Buy |
+1,695
| New | +$206K | 0.01% | 865 |
|
|
2017
Q1 | – | Sell |
-3,213
| Closed | -$226K | – | 839 |
|
|
2016
Q4 | $226K | Buy |
+3,213
| New | +$226K | 0.01% | 616 |
|