Wambolt & Associates’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 | $323K | Sell |
600
-52
| -8% | -$28K | 0.11% | 141 |
|
|
2025
Q1 | $324K | Sell |
652
-94
| -13% | -$46.7K | 0.11% | 141 |
|
|
2024
Q4 | $389K | Buy |
746
+4
| +0.5% | +$2.09K | 0.12% | 133 |
|
|
2024
Q3 | $360K | Sell |
742
-245
| -25% | -$119K | 0.1% | 145 |
|
|
2024
Q2 | $431K | Sell |
987
-90
| -8% | -$39.3K | 0.13% | 136 |
|
|
2024
Q1 | $425K | Sell |
1,077
-533
| -33% | -$210K | 0.13% | 152 |
|
|
2023
Q4 | $543K | Sell |
1,610
-663
| -29% | -$224K | 0.18% | 154 |
|
|
2023
Q3 | $670K | Sell |
2,273
-177
| -7% | -$52.2K | 0.24% | 134 |
|
|
2023
Q2 | $838K | Sell |
2,450
-261
| -10% | -$89.2K | 0.3% | 119 |
|
|
2023
Q1 | $687K | Sell |
2,711
-71
| -3% | -$18K | 0.24% | 133 |
|
|
2022
Q4 | $738K | Sell |
2,782
-12
| -0.4% | -$3.18K | 0.28% | 120 |
|
|
2022
Q3 | $524K | Buy |
2,794
+58
| +2% | +$10.9K | 0.22% | 137 |
|
|
2022
Q2 | $549K | Buy |
2,736
+630
| +30% | +$126K | 0.22% | 136 |
|
|
2022
Q1 | $643K | Buy |
2,106
+211
| +11% | +$64.4K | 0.23% | 133 |
|
|
2021
Q4 | $681K | Buy |
1,895
+446
| +31% | +$160K | 0.25% | 125 |
|
|
2021
Q3 | $488K | Buy |
1,449
+96
| +7% | +$32.3K | 0.2% | 148 |
|
|
2021
Q2 | $418K | Sell |
1,353
-33
| -2% | -$10.2K | 0.18% | 159 |
|
|
2021
Q1 | $345K | Hold |
1,386
| – | – | 0.18% | 161 |
|
|
2020
Q4 | $378K | Buy |
1,386
+60
| +5% | +$16.4K | 0.23% | 147 |
|
|
2020
Q3 | $314K | Sell |
1,326
-207
| -14% | -$49K | 0.23% | 147 |
|
|
2020
Q2 | $291K | Buy |
+1,533
| New | +$291K | 0.23% | 147 |
|