Virtue Capital 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 | $744K | Sell |
1,370
-55
| -4% | -$29.9K | 0.14% | 114 |
|
2025
Q1 | $706K | Sell |
1,425
-39
| -3% | -$19.3K | 0.08% | 201 |
|
2024
Q4 | $764K | Sell |
1,464
-171
| -10% | -$89.3K | 0.15% | 104 |
|
2024
Q3 | $803K | Buy |
1,635
+117
| +8% | +$57.5K | 0.16% | 109 |
|
2024
Q2 | $694K | Sell |
1,518
-381
| -20% | -$174K | 0.12% | 156 |
|
2024
Q1 | $733K | Buy |
1,899
+51
| +3% | +$19.7K | 0.13% | 147 |
|
2023
Q4 | $596K | Sell |
1,848
-195
| -10% | -$62.8K | 0.12% | 174 |
|
2023
Q3 | $682K | Hold |
2,043
| – | – | 0.12% | 163 |
|
2023
Q2 | $682K | Sell |
2,043
-175
| -8% | -$58.4K | 0.12% | 163 |
|
2023
Q1 | $654K | Sell |
2,218
-330
| -13% | -$97.3K | 0.11% | 159 |
|
2022
Q4 | $676K | Buy |
+2,548
| New | +$676K | 0.1% | 142 |
|
2022
Q2 | – | Sell |
-7,886
| Closed | -$2.38M | – | 344 |
|
2022
Q1 | $2.38M | Buy |
7,886
+134
| +2% | +$40.4K | 0.37% | 51 |
|
2021
Q4 | $2.79M | Buy |
7,752
+1,767
| +30% | +$635K | 0.41% | 52 |
|
2021
Q3 | $1.98M | Sell |
5,985
-177
| -3% | -$58.6K | 0.35% | 61 |
|
2021
Q2 | $1.89M | Buy |
6,162
+303
| +5% | +$92.9K | 0.38% | 54 |
|
2021
Q1 | $1.44M | Sell |
5,859
-297
| -5% | -$73.1K | 0.34% | 74 |
|
2020
Q4 | $1.68M | Buy |
6,156
+204
| +3% | +$55.6K | 0.41% | 56 |
|
2020
Q3 | $1.41M | Buy |
5,952
+984
| +20% | +$233K | 0.35% | 82 |
|
2020
Q2 | $944K | Buy |
+4,968
| New | +$944K | 0.22% | 133 |
|
2020
Q1 | – | Sell |
-4,317
| Closed | -$851K | – | 121 |
|
2019
Q4 | $851K | Buy |
4,317
+1,518
| +54% | +$299K | 0.25% | 87 |
|
2019
Q3 | $504K | Buy |
2,799
+957
| +52% | +$172K | 0.17% | 142 |
|
2019
Q2 | $322K | Buy |
+1,842
| New | +$322K | 0.12% | 152 |
|