Vest 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 | $3.58M | Buy |
6,585
+1,857
| +39% | +$1.01M | 0.05% | 215 |
|
|
2025
Q1 | $2.34M | Buy |
4,728
+2,003
| +74% | +$992K | 0.04% | 230 |
|
|
2024
Q4 | $1.42M | Buy |
2,725
+493
| +22% | +$257K | 0.03% | 210 |
|
|
2024
Q3 | $1.1M | Buy |
2,232
+1,494
| +202% | +$734K | 0.02% | 217 |
|
|
2024
Q2 | $328K | Sell |
738
-32
| -4% | -$14.2K | 0.01% | 233 |
|
|
2024
Q1 | $307K | Buy |
+770
| New | +$307K | 0.01% | 236 |
|