Summit Securities Group’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 | – | Sell |
-3,013
| Closed | -$1.49M | – | 1104 |
|
|
2025
Q1 | $1.49M | Buy |
3,013
+2,956
| +5,186% | +$1.46M | 0.23% | 20 |
|
|
2024
Q4 | $29.8K | Buy |
+57
| New | +$29.8K | 0.01% | 231 |
|
|
2024
Q3 | – | Sell |
-47
| Closed | -$21K | – | 598 |
|
|
2024
Q2 | $21K | Buy |
+47
| New | +$21K | ﹤0.01% | 266 |
|
|
2024
Q1 | – | Sell |
-28
| Closed | -$9K | – | 525 |
|
|
2023
Q4 | $9K | Sell |
28
-11
| -28% | -$3.54K | ﹤0.01% | 324 |
|
|
2023
Q3 | $11K | Sell |
39
-80
| -67% | -$22.6K | ﹤0.01% | 265 |
|
|
2023
Q2 | $41K | Buy |
+119
| New | +$41K | 0.01% | 336 |
|
|
2022
Q4 | – | Sell |
-1,403
| Closed | -$263K | – | 1006 |
|
|
2022
Q3 | $263K | Buy |
+1,403
| New | +$263K | 0.02% | 231 |
|
|
2022
Q2 | – | Sell |
-1,619
| Closed | -$488K | – | 830 |
|
|
2022
Q1 | $488K | Buy |
+1,619
| New | +$488K | 0.05% | 128 |
|