Summit Financial’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 | $4.8M | Buy |
8,836
+636
| +8% | +$346K | 0.11% | 166 |
|
|
2025
Q1 | $4.06M | Sell |
8,200
-227
| -3% | -$112K | 0.11% | 157 |
|
|
2024
Q4 | $4.4M | Buy |
8,427
+1,865
| +28% | +$973K | 0.15% | 117 |
|
|
2024
Q3 | $3.22M | Buy |
6,562
+500
| +8% | +$246K | 0.13% | 127 |
|
|
2024
Q2 | $2.7M | Buy |
6,062
+2,450
| +68% | +$1.09M | 0.12% | 118 |
|
|
2024
Q1 | $1.44M | Sell |
3,612
-140
| -4% | -$55.9K | 0.09% | 140 |
|
|
2023
Q4 | $1.27M | Buy |
3,752
+565
| +18% | +$191K | 0.08% | 151 |
|
|
2023
Q3 | $931K | Buy |
3,187
+665
| +26% | +$194K | 0.07% | 168 |
|
|
2023
Q2 | $862K | Buy |
2,522
+271
| +12% | +$92.7K | 0.06% | 169 |
|
|
2023
Q1 | $575K | Buy |
2,251
+236
| +12% | +$60.3K | 0.05% | 161 |
|
|
2022
Q4 | $535K | Buy |
+2,015
| New | +$535K | 0.05% | 163 |
|
|
2022
Q2 | – | Sell |
-1,404
| Closed | -$424K | – | 241 |
|
|
2022
Q1 | $424K | Buy |
1,404
+72
| +5% | +$21.7K | 0.03% | 195 |
|
|
2021
Q4 | $479K | Buy |
1,332
+99
| +8% | +$35.6K | 0.04% | 167 |
|
|
2021
Q3 | $409K | Buy |
+1,233
| New | +$409K | 0.04% | 160 |
|