Trueblood 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 | $695K | Hold |
1,279
| – | – | 0.29% | 114 |
|
|
2025
Q1 | $633K | Buy |
1,279
+147
| +13% | +$72.8K | 0.29% | 116 |
|
|
2024
Q4 | $591K | Hold |
1,132
| – | – | 0.29% | 117 |
|
|
2024
Q3 | $556K | Buy |
1,132
+53
| +5% | +$26K | 0.28% | 117 |
|
|
2024
Q2 | $480K | Hold |
1,079
| – | – | 0.27% | 111 |
|
|
2024
Q1 | $431K | Buy |
1,079
+73
| +7% | +$29.1K | 0.25% | 117 |
|
|
2023
Q4 | $339K | Buy |
+1,006
| New | +$339K | 0.21% | 134 |
|