Tyler-Stone Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Sell |
1,726
-3
| -0.2% | -$1.63K | 0.15% | 122 |
|
|
2025
Q1 | $856K | Buy |
1,729
+445
| +35% | +$220K | 0.15% | 125 |
|
|
2024
Q4 | $670K | Hold |
1,284
| – | – | 0.12% | 157 |
|
|
2024
Q3 | $631K | Buy |
1,284
+664
| +107% | +$326K | 0.12% | 157 |
|
|
2024
Q2 | $276K | Hold |
620
| – | – | 0.11% | 157 |
|
|
2024
Q1 | $247K | Hold |
620
| – | – | 0.11% | 170 |
|
|
2023
Q4 | $209K | Hold |
620
| – | – | 0.1% | 173 |
|
|
2023
Q3 | $181K | Hold |
620
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $212K | Buy |
+620
| New | +$212K | 0.12% | 152 |
|
|
2022
Q4 | $165K | Hold |
620
| – | – | 0.11% | 163 |
|
|
2022
Q3 | $116K | Hold |
620
| – | – | 0.09% | 196 |
|
|
2022
Q2 | $124K | Buy |
620
+35
| +6% | +$7K | 0.08% | 206 |
|
|
2022
Q1 | $176K | Hold |
585
| – | – | 0.1% | 187 |
|
|
2021
Q4 | $210K | Buy |
+585
| New | +$210K | 0.11% | 174 |
|