Wealth Architects’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 | $202K | Buy |
+371
| New | +$202K | 0.02% | 221 |
|
|
2024
Q4 | – | Sell |
-464
| Closed | -$228K | – | 219 |
|
|
2024
Q3 | $228K | Sell |
464
-1,616
| -78% | -$794K | 0.03% | 197 |
|
|
2024
Q2 | $925K | Buy |
2,080
+17
| +0.8% | +$7.56K | 0.11% | 83 |
|
|
2024
Q1 | $823K | Buy |
2,063
+8
| +0.4% | +$3.19K | 0.11% | 87 |
|
|
2023
Q4 | $693K | Buy |
2,055
+192
| +10% | +$64.8K | 0.1% | 92 |
|
|
2023
Q3 | $545K | Buy |
1,863
+51
| +3% | +$14.9K | 0.09% | 98 |
|
|
2023
Q2 | $620K | Sell |
1,812
-2
| -0.1% | -$684 | 0.1% | 88 |
|
|
2023
Q1 | $463K | Buy |
1,814
+8
| +0.4% | +$2.04K | 0.08% | 112 |
|
|
2022
Q4 | $479K | Sell |
1,806
-1,542
| -46% | -$409K | 0.09% | 103 |
|
|
2022
Q3 | $628K | Sell |
3,348
-18
| -0.5% | -$3.38K | 0.13% | 72 |
|
|
2022
Q2 | $676K | Sell |
3,366
-11
| -0.3% | -$2.21K | 0.13% | 71 |
|
|
2022
Q1 | $1.02M | Buy |
3,377
+8
| +0.2% | +$2.41K | 0.17% | 59 |
|
|
2021
Q4 | $1.21M | Sell |
3,369
-1,674
| -33% | -$601K | 0.21% | 49 |
|
|
2021
Q3 | $1.67M | Buy |
+5,043
| New | +$1.67M | 0.32% | 38 |
|