Venturi 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 | $975K | Buy |
1,795
+79
| +5% | +$42.9K | 0.05% | 204 |
|
|
2025
Q1 | $850K | Buy |
1,716
+74
| +5% | +$36.7K | 0.04% | 227 |
|
|
2024
Q4 | $857K | Buy |
1,642
+291
| +22% | +$152K | 0.04% | 226 |
|
|
2024
Q3 | $664K | Buy |
1,351
+844
| +166% | +$415K | 0.03% | 242 |
|
|
2024
Q2 | $226K | Buy |
507
+156
| +44% | +$69.4K | 0.01% | 390 |
|
|
2024
Q1 | $140K | Buy |
351
+10
| +3% | +$3.99K | 0.01% | 381 |
|
|
2023
Q4 | $115K | Buy |
341
+33
| +11% | +$11.1K | 0.01% | 397 |
|
|
2023
Q3 | $90K | Sell |
308
-20
| -6% | -$5.85K | 0.01% | 413 |
|
|
2023
Q2 | $112K | Buy |
328
+1
| +0.3% | +$342 | 0.01% | 364 |
|
|
2023
Q1 | $83.5K | Buy |
+327
| New | +$83.5K | 0.01% | 421 |
|
|
2022
Q1 | – | Sell |
-1,059
| Closed | -$380K | – | 342 |
|
|
2021
Q4 | $380K | Buy |
+1,059
| New | +$380K | 0.03% | 269 |
|
|
2021
Q3 | – | Sell |
-660
| Closed | -$202K | – | 322 |
|
|
2021
Q2 | $202K | Sell |
660
-393
| -37% | -$120K | 0.02% | 295 |
|
|
2021
Q1 | $259K | Buy |
1,053
+72
| +7% | +$17.7K | 0.02% | 275 |
|
|
2020
Q4 | $268K | Sell |
981
-99
| -9% | -$27K | 0.03% | 263 |
|
|
2020
Q3 | $254K | Buy |
+1,080
| New | +$254K | 0.03% | 247 |
|