Successful Portfolios’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 | $327K | Hold |
602
| – | – | 0.2% | 104 |
|
2025
Q1 | $298K | Sell |
602
-30
| -5% | -$14.9K | 0.2% | 111 |
|
2024
Q4 | $330K | Hold |
632
| – | – | 0.22% | 94 |
|
2024
Q3 | $310K | Hold |
632
| – | – | 0.21% | 101 |
|
2024
Q2 | $281K | Hold |
632
| – | – | 0.2% | 107 |
|
2024
Q1 | $252K | Sell |
632
-5
| -0.8% | -$2K | 0.17% | 127 |
|
2023
Q4 | $215K | Buy |
+637
| New | +$215K | 0.16% | 145 |
|
2023
Q3 | – | Sell |
-653
| Closed | -$223K | – | 154 |
|
2023
Q2 | $223K | Buy |
+653
| New | +$223K | 0.19% | 128 |
|
2022
Q1 | – | Sell |
-653
| Closed | -$235K | – | 212 |
|
2021
Q4 | $235K | Sell |
653
-19
| -3% | -$6.84K | 0.13% | 182 |
|
2021
Q3 | $223K | Hold |
672
| – | – | 0.13% | 176 |
|
2021
Q2 | $206K | Buy |
+672
| New | +$206K | 0.12% | 193 |
|