Wealthcare Advisory Partners’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 | $2.76M | Buy |
5,083
+23
| +0.5% | +$12.5K | 0.06% | 258 |
|
|
2025
Q1 | $2.51M | Buy |
5,060
+1,056
| +26% | +$523K | 0.07% | 245 |
|
|
2024
Q4 | $2.09M | Buy |
4,004
+97
| +2% | +$50.6K | 0.06% | 262 |
|
|
2024
Q3 | $1.92M | Buy |
3,907
+84
| +2% | +$41.3K | 0.05% | 278 |
|
|
2024
Q2 | $1.7M | Buy |
3,823
+247
| +7% | +$110K | 0.05% | 264 |
|
|
2024
Q1 | $1.43M | Buy |
3,576
+17
| +0.5% | +$6.79K | 0.05% | 296 |
|
|
2023
Q4 | $1.2M | Sell |
3,559
-327
| -8% | -$110K | 0.05% | 279 |
|
|
2023
Q3 | $1.14M | Buy |
3,886
+31
| +0.8% | +$9.06K | 0.05% | 258 |
|
|
2023
Q2 | $1.32M | Buy |
3,855
+128
| +3% | +$43.8K | 0.06% | 241 |
|
|
2023
Q1 | $952K | Buy |
3,727
+27
| +0.7% | +$6.9K | 0.04% | 305 |
|
|
2022
Q4 | $982K | Buy |
+3,700
| New | +$982K | 0.05% | 279 |
|
|
2021
Q2 | – | Sell |
-1,095
| Closed | -$270K | – | 1203 |
|
|
2021
Q1 | $270K | Sell |
1,095
-1,041
| -49% | -$257K | 0.02% | 417 |
|
|
2020
Q4 | $582K | Buy |
2,136
+15
| +0.7% | +$4.09K | 0.05% | 213 |
|
|
2020
Q3 | $502K | Hold |
2,121
| – | – | 0.06% | 198 |
|
|
2020
Q2 | $403K | Sell |
2,121
-66
| -3% | -$12.5K | 0.05% | 204 |
|
|
2020
Q1 | $361K | Buy |
2,187
+87
| +4% | +$14.4K | 0.05% | 194 |
|
|
2019
Q4 | $414K | Hold |
2,100
| – | – | 0.05% | 192 |
|
|
2019
Q3 | $378K | Buy |
2,100
+87
| +4% | +$15.7K | 0.05% | 182 |
|
|
2019
Q2 | $352K | Hold |
2,013
| – | – | 0.06% | 182 |
|
|
2019
Q1 | $383K | Hold |
2,013
| – | – | 0.07% | 159 |
|
|
2018
Q4 | $321K | Hold |
2,013
| – | – | 0.06% | 154 |
|
|
2018
Q3 | $385K | Hold |
2,013
| – | – | 0.07% | 151 |
|
|
2018
Q2 | $321K | Hold |
2,013
| – | – | 0.06% | 164 |
|
|
2018
Q1 | $277K | Buy |
2,013
+1,995
| +11,083% | +$275K | 0.06% | 165 |
|
|
2017
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 924 |
|