Western Financial Corp’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 | $1.63M | Sell |
3,006
-21
| -0.7% | -$11.4K | 0.88% | 31 |
|
|
2025
Q1 | $1.5M | Buy |
3,027
+226
| +8% | +$112K | 0.87% | 30 |
|
|
2024
Q4 | $1.46M | Buy |
2,801
+234
| +9% | +$122K | 0.8% | 32 |
|
|
2024
Q3 | $1.26M | Buy |
+2,567
| New | +$1.26M | 0.72% | 38 |
|
|
2022
Q2 | – | Sell |
-2,395
| Closed | -$723K | – | 98 |
|
|
2022
Q1 | $723K | Sell |
2,395
-2,227
| -48% | -$672K | 0.42% | 52 |
|
|
2021
Q4 | $1.66M | Buy |
4,622
+635
| +16% | +$228K | 0.87% | 18 |
|
|
2021
Q3 | $1.32M | Sell |
3,987
-276
| -6% | -$91.4K | 0.78% | 17 |
|
|
2021
Q2 | $1.31M | Buy |
4,263
+204
| +5% | +$62.5K | 0.71% | 16 |
|
|
2021
Q1 | $1M | Buy |
4,059
+465
| +13% | +$115K | 0.61% | 23 |
|
|
2020
Q4 | $980K | Buy |
+3,594
| New | +$980K | 0.64% | 18 |
|