Total Clarity Wealth Management’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 | $586K | Buy |
1,079
+328
| +44% | +$178K | 0.17% | 142 |
|
|
2025
Q1 | $392K | Sell |
751
-38
| -5% | -$19.8K | 0.13% | 169 |
|
|
2024
Q4 | $412K | Buy |
789
+23
| +3% | +$12K | 0.13% | 164 |
|
|
2024
Q3 | $376K | Buy |
766
+93
| +14% | +$45.7K | 0.12% | 168 |
|
|
2024
Q2 | $299K | Buy |
673
+20
| +3% | +$8.9K | 0.1% | 188 |
|
|
2024
Q1 | $261K | Hold |
653
| – | – | 0.09% | 223 |
|
|
2023
Q4 | $220K | Buy |
+653
| New | +$220K | 0.09% | 214 |
|
|
2023
Q3 | – | Sell |
-613
| Closed | -$210K | – | 230 |
|
|
2023
Q2 | $210K | Buy |
+613
| New | +$210K | 0.1% | 197 |
|
|
2022
Q3 | – | Sell |
-268
| Closed | -$54K | – | 596 |
|
|
2022
Q2 | $54K | Buy |
+268
| New | +$54K | 0.03% | 400 |
|
|
2022
Q1 | – | Sell |
-268
| Closed | -$96K | – | 554 |
|
|
2021
Q4 | $96K | Buy |
268
+7
| +3% | +$2.51K | 0.04% | 320 |
|
|
2021
Q3 | $86K | Buy |
+261
| New | +$86K | 0.04% | 326 |
|
|
2021
Q2 | – | Sell |
-261
| Closed | -$64K | – | 453 |
|
|
2021
Q1 | $64K | Buy |
+261
| New | +$64K | 0.04% | 302 |
|
|
2020
Q1 | – | Sell |
-120
| Closed | -$24K | – | 348 |
|
|
2019
Q4 | $24K | Buy |
+120
| New | +$24K | 0.02% | 369 |
|