Vigilare 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 | $638K | Buy |
1,174
+408
| +53% | +$222K | 0.24% | 56 |
|
|
2025
Q1 | $379K | Buy |
766
+28
| +4% | +$13.9K | 0.15% | 62 |
|
|
2024
Q4 | $385K | Hold |
738
| – | – | 0.16% | 53 |
|
|
2024
Q3 | $363K | Sell |
738
-160
| -18% | -$78.6K | 0.15% | 62 |
|
|
2024
Q2 | $399K | Hold |
898
| – | – | 0.18% | 55 |
|
|
2024
Q1 | $358K | Sell |
898
-98
| -10% | -$39.1K | 0.18% | 60 |
|
|
2023
Q4 | $336K | Hold |
996
| – | – | 0.17% | 71 |
|
|
2023
Q3 | $291K | Sell |
996
-153
| -13% | -$44.7K | 0.19% | 63 |
|
|
2023
Q2 | $393K | Hold |
1,149
| – | – | 0.23% | 51 |
|
|
2023
Q1 | $294K | Hold |
1,149
| – | – | 0.17% | 75 |
|
|
2022
Q4 | $305K | Sell |
1,149
-160
| -12% | -$42.5K | 0.18% | 72 |
|
|
2022
Q3 | $245K | Buy |
1,309
+86
| +7% | +$16.1K | 0.32% | 82 |
|
|
2022
Q2 | $245K | Sell |
1,223
-80
| -6% | -$16K | 0.27% | 89 |
|
|
2022
Q1 | $393K | Buy |
1,303
+190
| +17% | +$57.3K | 0.32% | 77 |
|
|
2021
Q4 | $400K | Sell |
1,113
-201
| -15% | -$72.2K | 0.24% | 109 |
|
|
2021
Q3 | $435K | Hold |
1,314
| – | – | 0.27% | 104 |
|
|
2021
Q2 | $403K | Hold |
1,314
| – | – | 0.24% | 113 |
|
|
2021
Q1 | $324K | Buy |
1,314
+141
| +12% | +$34.8K | 0.23% | 118 |
|
|
2020
Q4 | $320K | Buy |
1,173
+153
| +15% | +$41.7K | 0.3% | 80 |
|
|
2020
Q3 | $241K | Buy |
+1,020
| New | +$241K | 0.25% | 95 |
|
|
2020
Q2 | – | Sell |
-1,230
| Closed | -$203K | – | 128 |
|
|
2020
Q1 | $203K | Sell |
1,230
-72
| -6% | -$11.9K | 0.24% | 100 |
|
|
2019
Q4 | $245K | Buy |
+1,302
| New | +$245K | 0.16% | 118 |
|