Vivid 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 | $2.63M | Sell |
4,841
-88
| -2% | -$47.8K | 1.16% | 43 |
|
|
2025
Q1 | $2.44M | Buy |
4,929
+50
| +1% | +$24.8K | 1.22% | 29 |
|
|
2024
Q4 | $2.55M | Sell |
4,879
-247
| -5% | -$129K | 1.29% | 26 |
|
|
2024
Q3 | $2.52M | Buy |
5,126
+275
| +6% | +$135K | 1.32% | 26 |
|
|
2024
Q2 | $2.16M | Buy |
4,851
+3,283
| +209% | +$1.46M | 1.21% | 24 |
|
|
2024
Q1 | $626K | Buy |
1,568
+21
| +1% | +$8.38K | 0.39% | 48 |
|
|
2023
Q4 | $522K | Buy |
+1,547
| New | +$522K | 0.35% | 51 |
|