Transcend Capital Advisors’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 | $1.45M | Sell |
2,664
-32
| -1% | -$17.4K | 0.11% | 170 |
|
|
2025
Q1 | $1.34M | Buy |
2,696
+61
| +2% | +$30.2K | 0.1% | 211 |
|
|
2024
Q4 | $1.38M | Sell |
2,635
-21
| -0.8% | -$11K | 0.1% | 198 |
|
|
2024
Q3 | $1.31M | Sell |
2,656
-659
| -20% | -$324K | 0.09% | 224 |
|
|
2024
Q2 | $1.47M | Buy |
3,315
+2,201
| +198% | +$979K | 0.11% | 199 |
|
|
2024
Q1 | $445K | Buy |
1,114
+117
| +12% | +$46.7K | 0.04% | 347 |
|
|
2023
Q4 | $336K | Sell |
997
-85
| -8% | -$28.7K | 0.03% | 365 |
|
|
2023
Q3 | $316K | Buy |
1,082
+79
| +8% | +$23.1K | 0.03% | 364 |
|
|
2023
Q2 | $343K | Sell |
1,003
-122
| -11% | -$41.7K | 0.03% | 349 |
|
|
2023
Q1 | $287K | Buy |
1,125
+42
| +4% | +$10.7K | 0.03% | 370 |
|
|
2022
Q4 | $287K | Buy |
+1,083
| New | +$287K | 0.03% | 370 |
|
|
2022
Q2 | – | Sell |
-880
| Closed | -$265K | – | 521 |
|
|
2022
Q1 | $265K | Buy |
880
+41
| +5% | +$12.3K | 0.02% | 416 |
|
|
2021
Q4 | $301K | Sell |
839
-1,579
| -65% | -$566K | 0.03% | 387 |
|
|
2021
Q3 | $281K | Buy |
+2,418
| New | +$281K | 0.03% | 389 |
|