The Family Firm’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 |
-480
| Closed | -$238K | – | 134 |
|
|
2025
Q1 | $238K | Sell |
480
-33
| -6% | -$16.3K | 0.05% | 189 |
|
|
2024
Q4 | $268K | Sell |
513
-8
| -2% | -$4.18K | 0.06% | 176 |
|
|
2024
Q3 | $256K | Buy |
521
+94
| +22% | +$46.2K | 0.06% | 184 |
|
|
2024
Q2 | $190K | Buy |
+427
| New | +$190K | 0.04% | 204 |
|