U.S. Capital Wealth 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 | $1.28M | Buy |
2,352
+74
| +3% | +$40.2K | 0.04% | 380 |
|
|
2025
Q1 | $1.13M | Buy |
2,278
+13
| +0.6% | +$6.44K | 0.03% | 403 |
|
|
2024
Q4 | $1.18M | Buy |
2,265
+371
| +20% | +$194K | 0.04% | 403 |
|
|
2024
Q3 | $930K | Sell |
1,894
-108
| -5% | -$53.1K | 0.03% | 360 |
|
|
2024
Q2 | $891K | Sell |
2,002
-143
| -7% | -$63.6K | 0.03% | 356 |
|
|
2024
Q1 | $856K | Sell |
2,145
-430
| -17% | -$172K | 0.03% | 368 |
|
|
2023
Q4 | $869K | Sell |
2,575
-2,687
| -51% | -$906K | 0.03% | 352 |
|
|
2023
Q3 | $1.54M | Sell |
5,262
-524
| -9% | -$153K | 0.07% | 248 |
|
|
2023
Q2 | $1.98M | Buy |
5,786
+3,211
| +125% | +$1.1M | 0.09% | 211 |
|
|
2023
Q1 | $658K | Sell |
2,575
-6
| -0.2% | -$1.53K | 0.03% | 386 |
|
|
2022
Q4 | $685K | Sell |
2,581
-1,605
| -38% | -$426K | 0.03% | 394 |
|
|
2022
Q3 | $785K | Sell |
4,186
-1,675
| -29% | -$314K | 0.04% | 369 |
|
|
2022
Q2 | $1.18M | Buy |
5,861
+1,708
| +41% | +$343K | 0.05% | 317 |
|
|
2022
Q1 | $1.25M | Buy |
4,153
+2,705
| +187% | +$816K | 0.05% | 353 |
|
|
2021
Q4 | $520K | Buy |
1,448
+131
| +10% | +$47K | 0.02% | 500 |
|
|
2021
Q3 | $436K | Buy |
+1,317
| New | +$436K | 0.02% | 534 |
|