StrongBox Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-977
| Closed | -$510K | – | 89 |
|
|
2024
Q4 | $510K | Buy |
977
+12
| +1% | +$6.26K | 0.22% | 60 |
|
|
2024
Q3 | $474K | Buy |
965
+76
| +9% | +$37.3K | 0.2% | 61 |
|
|
2024
Q2 | $395K | Buy |
889
+72
| +9% | +$32K | 0.19% | 63 |
|
|
2024
Q1 | $326K | Buy |
+817
| New | +$326K | 0.17% | 64 |
|