Wealth Alliance’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 | $1.38M | Buy |
2,532
+209
| +9% | +$114K | 0.15% | 133 |
|
|
2025
Q1 | $1.15M | Sell |
2,323
-191
| -8% | -$94.6K | 0.14% | 144 |
|
|
2024
Q4 | $1.31M | Sell |
2,514
-343
| -12% | -$179K | 0.16% | 129 |
|
|
2024
Q3 | $1.4M | Buy |
2,857
+61
| +2% | +$30K | 0.17% | 120 |
|
|
2024
Q2 | $1.24M | Buy |
2,796
+74
| +3% | +$32.9K | 0.16% | 126 |
|
|
2024
Q1 | $1.09M | Buy |
2,722
+94
| +4% | +$37.5K | 0.14% | 149 |
|
|
2023
Q4 | $887K | Sell |
2,628
-315
| -11% | -$106K | 0.12% | 167 |
|
|
2023
Q3 | $860K | Sell |
2,943
-492
| -14% | -$144K | 0.14% | 155 |
|
|
2023
Q2 | $1.17M | Buy |
3,435
+177
| +5% | +$60.5K | 0.18% | 123 |
|
|
2023
Q1 | $832K | Sell |
3,258
-41
| -1% | -$10.5K | 0.13% | 168 |
|
|
2022
Q4 | $875K | Buy |
3,299
+1,397
| +73% | +$371K | 0.16% | 151 |
|
|
2022
Q3 | $357K | Sell |
1,902
-682
| -26% | -$128K | 0.07% | 282 |
|
|
2022
Q2 | $519K | Sell |
2,584
-108
| -4% | -$21.7K | 0.1% | 209 |
|
|
2022
Q1 | $812K | Buy |
2,692
+350
| +15% | +$106K | 0.17% | 142 |
|
|
2021
Q4 | $842K | Buy |
2,342
+887
| +61% | +$319K | 0.17% | 138 |
|
|
2021
Q3 | $482K | Sell |
1,455
-9
| -0.6% | -$2.98K | 0.11% | 211 |
|
|
2021
Q2 | $449K | Sell |
1,464
-18
| -1% | -$5.52K | 0.11% | 223 |
|
|
2021
Q1 | $365K | Sell |
1,482
-21
| -1% | -$5.17K | 0.1% | 242 |
|
|
2020
Q4 | $410K | Buy |
1,503
+120
| +9% | +$32.7K | 0.12% | 206 |
|
|
2020
Q3 | $327K | Buy |
+1,383
| New | +$327K | 0.12% | 214 |
|