Symphony 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 | $1.89M | Buy |
11,461
+9,431
| +465% | +$1.56M | 0.25% | 81 |
|
|
2025
Q1 | $952K | Buy |
2,030
+1,644
| +426% | +$771K | 0.56% | 40 |
|
|
2024
Q4 | $233K | Buy |
+386
| New | +$233K | 0.04% | 205 |
|
|
2022
Q1 | – | Sell |
-867
| Closed | -$312K | – | 209 |
|
|
2021
Q4 | $312K | Buy |
867
+93
| +12% | +$33.5K | 0.09% | 144 |
|
|
2021
Q3 | $256K | Sell |
774
-102
| -12% | -$33.7K | 0.09% | 152 |
|
|
2021
Q2 | $268K | Sell |
876
-180
| -17% | -$55.1K | 0.09% | 149 |
|
|
2021
Q1 | $270K | Buy |
1,056
+174
| +20% | +$44.5K | 0.07% | 165 |
|
|
2020
Q4 | $235K | Buy |
882
+15
| +2% | +$4K | 0.08% | 144 |
|
|
2020
Q3 | $205K | Buy |
+867
| New | +$205K | 0.08% | 130 |
|