WealthPlan Investment Management’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 | $1.02M | Buy |
1,876
+131
| +8% | +$71.2K | 0.07% | 178 |
|
|
2025
Q1 | $864K | Buy |
1,745
+200
| +13% | +$99.1K | 0.09% | 140 |
|
|
2024
Q4 | $806K | Sell |
1,545
-438
| -22% | -$229K | 0.08% | 137 |
|
|
2024
Q3 | $974K | Buy |
1,983
+513
| +35% | +$252K | 0.1% | 131 |
|
|
2024
Q2 | $654K | Hold |
1,470
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $587K | Buy |
1,470
+300
| +26% | +$120K | 0.09% | 115 |
|
|
2023
Q4 | $395K | Buy |
1,170
+91
| +8% | +$30.7K | 0.06% | 134 |
|
|
2023
Q3 | $315K | Buy |
1,079
+534
| +98% | +$156K | 0.06% | 139 |
|
|
2023
Q2 | $186K | Sell |
545
-684
| -56% | -$234K | 0.06% | 129 |
|
|
2023
Q1 | $314K | Sell |
1,229
-944
| -43% | -$241K | 0.05% | 137 |
|
|
2022
Q4 | $533K | Sell |
2,173
-136
| -6% | -$33.3K | 0.04% | 245 |
|
|
2022
Q3 | $619K | Buy |
+2,309
| New | +$619K | 0.05% | 213 |
|
|
2022
Q1 | $2.36M | Buy |
+9,870
| New | +$2.36M | 0.16% | 110 |
|