Wellington Shields Capital 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
$4.17M Hold
7,675
0.71% 31
2025
Q1
$3.8M Hold
7,675
0.69% 35
2024
Q4
$4.01M Sell
7,675
-200
-3% -$104K 0.71% 31
2024
Q3
$3.87M Buy
7,875
+600
+8% +$295K 0.67% 32
2024
Q2
$3.24M Buy
+7,275
New +$3.24M 0.59% 38