Univest Financial’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 | $4.21M | Sell |
7,756
-453
| -6% | -$246K | 0.25% | 74 |
|
|
2025
Q1 | $4.07M | Sell |
8,209
-1,206
| -13% | -$597K | 0.27% | 74 |
|
|
2024
Q4 | $4.91M | Buy |
9,415
+469
| +5% | +$245K | 0.31% | 62 |
|
|
2024
Q3 | $4.39M | Buy |
8,946
+7,969
| +816% | +$3.91M | 0.29% | 68 |
|
|
2024
Q2 | $435K | Buy |
977
+358
| +58% | +$159K | 0.12% | 77 |
|
|
2024
Q1 | $247K | Buy |
+619
| New | +$247K | 0.07% | 111 |
|