Tradition 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 | $1.18M | Sell |
2,167
-2
| -0.1% | -$1.09K | 0.09% | 164 |
|
|
2025
Q1 | $1.07M | Buy |
2,169
+13
| +0.6% | +$6.44K | 0.09% | 166 |
|
|
2024
Q4 | $1.13M | Buy |
2,156
+853
| +65% | +$445K | 0.1% | 157 |
|
|
2024
Q3 | $640K | Sell |
1,303
-101
| -7% | -$49.6K | 0.06% | 206 |
|
|
2024
Q2 | $625K | Sell |
1,404
-102
| -7% | -$45.4K | 0.06% | 198 |
|
|
2024
Q1 | $601K | Sell |
1,506
-257
| -15% | -$103K | 0.06% | 192 |
|
|
2023
Q4 | $595K | Buy |
1,763
+359
| +26% | +$121K | 0.06% | 164 |
|
|
2023
Q3 | $410K | Buy |
1,404
+198
| +16% | +$57.8K | 0.05% | 209 |
|
|
2023
Q2 | $412K | Buy |
1,206
+146
| +14% | +$49.9K | 0.05% | 203 |
|
|
2023
Q1 | $271K | Buy |
1,060
+9
| +0.9% | +$2.3K | 0.03% | 253 |
|
|
2022
Q4 | $279K | Buy |
1,051
+21
| +2% | +$5.58K | 0.04% | 228 |
|
|
2022
Q3 | $193K | Buy |
1,030
+266
| +35% | +$49.8K | 0.03% | 259 |
|
|
2022
Q2 | $153K | Sell |
764
-25
| -3% | -$5.01K | 0.02% | 297 |
|
|
2022
Q1 | $238K | Buy |
789
+117
| +17% | +$35.3K | 0.03% | 275 |
|
|
2021
Q4 | $241K | Buy |
672
+30
| +5% | +$10.8K | 0.03% | 275 |
|
|
2021
Q3 | $213K | Buy |
642
+30
| +5% | +$9.95K | 0.03% | 267 |
|
|
2021
Q2 | $188K | Buy |
612
+84
| +16% | +$25.8K | 0.03% | 295 |
|
|
2021
Q1 | $130K | Buy |
528
+63
| +14% | +$15.5K | 0.02% | 292 |
|
|
2020
Q4 | $127K | Buy |
+465
| New | +$127K | 0.02% | 274 |
|