WBH Advisory’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 | $815K | Hold |
1,500
| – | – | 0.07% | 181 |
|
|
2025
Q1 | $743K | Sell |
1,500
-1
| -0.1% | -$495 | 0.07% | 176 |
|
|
2024
Q4 | $783K | Hold |
1,501
| – | – | 0.07% | 173 |
|
|
2024
Q3 | $737K | Buy |
1,501
+1
| +0.1% | +$491 | 0.07% | 177 |
|
|
2024
Q2 | $667K | Sell |
1,500
-2
| -0.1% | -$890 | 0.07% | 179 |
|
|
2024
Q1 | $599K | Buy |
+1,502
| New | +$599K | 0.06% | 193 |
|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$369K | – | 267 |
|
|
2021
Q1 | $369K | Hold |
1,500
| – | – | 0.06% | 204 |
|
|
2020
Q4 | $399K | Hold |
1,500
| – | – | 0.07% | 191 |
|
|
2020
Q3 | $355K | Sell |
1,500
-18
| -1% | -$4.26K | 0.07% | 186 |
|
|
2020
Q2 | $288K | Hold |
1,518
| – | – | 0.07% | 198 |
|
|
2020
Q1 | $250 | Hold |
1,518
| – | – | 0.06% | 196 |
|
|
2019
Q4 | $299K | Buy |
1,518
+18
| +1% | +$3.55K | 0.06% | 202 |
|
|
2019
Q3 | $269K | Sell |
1,500
-21
| -1% | -$3.77K | 0.06% | 210 |
|
|
2019
Q2 | $265K | Hold |
1,521
| – | – | 0.06% | 207 |
|
|
2019
Q1 | $289K | Buy |
1,521
+21
| +1% | +$3.99K | 0.07% | 197 |
|
|
2018
Q4 | $239 | Hold |
1,500
| – | – | 0.06% | 208 |
|
|
2018
Q3 | $287K | Buy |
+1,500
| New | +$287K | 0.07% | 205 |
|