Toth Financial Advisory’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 | $97.8K | Sell |
180
-3
| -2% | -$1.63K | 0.01% | 243 |
|
|
2025
Q1 | $90.6K | Buy |
183
+3
| +2% | +$1.49K | 0.01% | 245 |
|
|
2024
Q4 | $94K | Hold |
180
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $88.4K | Buy |
180
+60
| +50% | +$29.5K | 0.01% | 240 |
|
|
2024
Q2 | $53.4K | Hold |
120
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $47.9K | Sell |
120
-29
| -19% | -$11.6K | 0.01% | 294 |
|
|
2023
Q4 | $50.3K | Hold |
149
| – | – | 0.01% | 296 |
|
|
2023
Q3 | $43.6K | Buy |
149
+26
| +21% | +$7.6K | 0.01% | 288 |
|
|
2023
Q2 | $42.1K | Sell |
123
-96
| -44% | -$32.8K | 0.01% | 292 |
|
|
2023
Q1 | $55.9K | Buy |
219
+18
| +9% | +$4.6K | 0.01% | 260 |
|
|
2022
Q4 | $53.3K | Hold |
201
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $38K | Sell |
201
-5
| -2% | -$945 | 0.01% | 300 |
|
|
2022
Q2 | $41K | Buy |
206
+5
| +2% | +$995 | 0.01% | 290 |
|
|
2022
Q1 | $61K | Sell |
201
-9
| -4% | -$2.73K | 0.01% | 267 |
|
|
2021
Q4 | $75K | Hold |
210
| – | – | 0.01% | 265 |
|
|
2021
Q3 | $70K | Buy |
210
+9
| +4% | +$3K | 0.01% | 270 |
|
|
2021
Q2 | $62K | Hold |
201
| – | – | 0.01% | 270 |
|
|
2021
Q1 | $50K | Sell |
201
-1,419
| -88% | -$353K | 0.01% | 292 |
|
|
2020
Q4 | $442K | Sell |
1,620
-255
| -14% | -$69.6K | 0.08% | 144 |
|
|
2020
Q3 | $443K | Buy |
1,875
+255
| +16% | +$60.2K | 0.09% | 138 |
|
|
2020
Q2 | $308K | Buy |
1,620
+1,170
| +260% | +$222K | 0.07% | 142 |
|
|
2020
Q1 | $74K | Sell |
450
-2,547
| -85% | -$419K | 0.02% | 156 |
|
|
2019
Q4 | $591K | Buy |
+2,997
| New | +$591K | 0.12% | 117 |
|