West Family Investments’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 | $705K | Buy |
1,297
+366
| +39% | +$199K | 0.18% | 116 |
|
|
2025
Q1 | $461K | Sell |
931
-12
| -1% | -$5.94K | 0.17% | 120 |
|
|
2024
Q4 | $492K | Sell |
943
-25
| -3% | -$13K | 0.17% | 125 |
|
|
2024
Q3 | $476K | Buy |
968
+237
| +32% | +$116K | 0.16% | 131 |
|
|
2024
Q2 | $325K | Buy |
731
+140
| +24% | +$62.3K | 0.1% | 163 |
|
|
2024
Q1 | $236K | Buy |
+591
| New | +$236K | 0.07% | 223 |
|
|
2022
Q1 | – | Sell |
-839
| Closed | -$301K | – | 320 |
|
|
2021
Q4 | $301K | Sell |
839
-7
| -0.8% | -$2.51K | 0.08% | 202 |
|
|
2021
Q3 | $280K | Buy |
+846
| New | +$280K | 0.07% | 221 |
|