WestEnd Advisors’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 | $8.7K | Buy |
16
+3
| +23% | +$1.63K | ﹤0.01% | 82 |
|
|
2025
Q1 | $6.44K | Buy |
13
+8
| +160% | +$3.96K | ﹤0.01% | 87 |
|
|
2024
Q4 | $2.61K | Buy |
5
+1
| +25% | +$522 | ﹤0.01% | 94 |
|
|
2024
Q3 | $1.97K | Hold |
4
| – | – | ﹤0.01% | 93 |
|
|
2024
Q2 | $1.78K | Sell |
4
-2
| -33% | -$890 | ﹤0.01% | 94 |
|
|
2024
Q1 | $2.4K | Buy |
6
+1
| +20% | +$399 | ﹤0.01% | 84 |
|
|
2023
Q4 | $1.69K | Hold |
5
| – | – | ﹤0.01% | 95 |
|
|
2023
Q3 | $1.46K | Buy |
+5
| New | +$1.46K | ﹤0.01% | 90 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.02K | – | 173 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$1.06K | – | 103 |
|
|
2022
Q4 | $1.06K | Sell |
4
-1
| -20% | -$265 | ﹤0.01% | 96 |
|
|
2022
Q3 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 116 |
|
|
2022
Q2 | $802 | Buy |
+4
| New | +$802 | ﹤0.01% | 119 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1.08K | – | 103 |
|
|
2021
Q4 | $1.08K | Buy |
+3
| New | +$1.08K | ﹤0.01% | 104 |
|
|
2021
Q3 | – | Hold |
0
| – | -$919K | – | 179 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 100 |
|
|
2013
Q3 | – | Sell |
-117
| Closed | -$6.58K | – | 45 |
|
|
2013
Q2 | $6.58K | Buy |
+117
| New | +$6.58K | ﹤0.01% | 43 |
|