Waterloo Capital’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 | $2.78M | Buy |
5,111
+596
| +13% | +$324K | 0.22% | 105 |
|
2025
Q1 | $2.24M | Sell |
4,515
-350
| -7% | -$173K | 0.21% | 111 |
|
2024
Q4 | $2.54M | Buy |
4,865
+506
| +12% | +$264K | 0.27% | 93 |
|
2024
Q3 | $2.14M | Buy |
4,359
+521
| +14% | +$256K | 0.23% | 104 |
|
2024
Q2 | $1.71M | Buy |
3,838
+2,063
| +116% | +$918K | 0.2% | 112 |
|
2024
Q1 | $708K | Buy |
1,775
+259
| +17% | +$103K | 0.09% | 183 |
|
2023
Q4 | $511K | Buy |
1,516
+497
| +49% | +$168K | 0.08% | 208 |
|
2023
Q3 | $298K | Sell |
1,019
-877
| -46% | -$256K | 0.09% | 146 |
|
2023
Q2 | $648K | Buy |
1,896
+263
| +16% | +$89.9K | 0.19% | 75 |
|
2023
Q1 | $417K | Buy |
+1,633
| New | +$417K | 0.13% | 97 |
|