United Advisor Group’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 | $1.46M | Buy |
2,687
+266
| +11% | +$145K | 0.25% | 101 |
|
|
2025
Q1 | $1.2M | Buy |
2,421
+2
| +0.1% | +$991 | 0.25% | 98 |
|
|
2024
Q4 | $1.26M | Buy |
2,419
+3
| +0.1% | +$1.57K | 0.25% | 96 |
|
|
2024
Q3 | $1.19M | Buy |
2,416
+84
| +4% | +$41.3K | 0.27% | 92 |
|
|
2024
Q2 | $1.04M | Sell |
2,332
-142
| -6% | -$63.2K | 0.32% | 77 |
|
|
2024
Q1 | $987K | Buy |
+2,474
| New | +$987K | 0.37% | 75 |
|