TRUE Private Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
748
+15
| +2% | +$8.15K | 0.05% | 173 |
|
|
2025
Q1 | $363K | Buy |
733
+1
| +0.1% | +$495 | 0.04% | 165 |
|
|
2024
Q4 | $382K | Sell |
732
-10
| -1% | -$5.22K | 0.05% | 155 |
|
|
2024
Q3 | $365K | Sell |
742
-365
| -33% | -$179K | 0.04% | 150 |
|
|
2024
Q2 | $492K | Sell |
1,107
-2
| -0.2% | -$889 | 0.06% | 159 |
|
|
2024
Q1 | $442K | Sell |
1,109
-27
| -2% | -$10.8K | 0.05% | 176 |
|
|
2023
Q4 | $383K | Buy |
1,136
+2
| +0.2% | +$674 | 0.05% | 191 |
|
|
2023
Q3 | $331K | Buy |
1,134
+25
| +2% | +$7.31K | 0.05% | 181 |
|
|
2023
Q2 | $379K | Sell |
1,109
-6
| -0.5% | -$2.05K | 0.06% | 152 |
|
|
2023
Q1 | $285K | Sell |
1,115
-9
| -0.8% | -$2.3K | 0.04% | 178 |
|
|
2022
Q4 | $298K | Buy |
1,124
+52
| +5% | +$13.8K | 0.05% | 164 |
|
|
2022
Q3 | $200K | Hold |
1,072
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $215K | Sell |
1,072
-116
| -10% | -$23.3K | 0.03% | 209 |
|
|
2022
Q1 | $292K | Buy |
1,188
+31
| +3% | +$7.62K | 0.04% | 181 |
|
|
2021
Q4 | $415K | Buy |
1,157
+89
| +8% | +$31.9K | 0.06% | 165 |
|
|
2021
Q3 | $353K | Sell |
1,068
-3
| -0.3% | -$992 | 0.05% | 175 |
|
|
2021
Q2 | $328K | Buy |
1,071
+33
| +3% | +$10.1K | 0.05% | 172 |
|
|
2021
Q1 | $256K | Buy |
1,038
+33
| +3% | +$8.14K | 0.04% | 194 |
|
|
2020
Q4 | $274K | Sell |
1,005
-96
| -9% | -$26.2K | 0.05% | 168 |
|
|
2020
Q3 | $260K | Hold |
1,101
| – | – | 0.04% | 163 |
|
|
2020
Q2 | $209K | Buy |
1,101
+72
| +7% | +$13.7K | 0.04% | 171 |
|
|
2020
Q1 | $169K | Sell |
1,029
-153
| -13% | -$25.1K | 0.04% | 157 |
|
|
2019
Q4 | $232K | Buy |
+1,182
| New | +$232K | 0.04% | 196 |
|
|
2019
Q3 | – | Sell |
-939
| Closed | -$164K | – | 476 |
|
|
2019
Q2 | $164K | Buy |
+939
| New | +$164K | 0.03% | 218 |
|
|
2019
Q1 | – | Sell |
-2,106
| Closed | -$336K | – | 227 |
|
|
2018
Q4 | $336K | Buy |
2,106
+369
| +21% | +$58.9K | 0.06% | 174 |
|
|
2018
Q3 | $332K | Buy |
1,737
+132
| +8% | +$25.3K | 0.05% | 207 |
|
|
2018
Q2 | $255K | Buy |
+1,605
| New | +$255K | 0.04% | 234 |
|