Accredited Investors’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 | $565K | Hold |
1,039
| – | – | 0.03% | 131 |
|
|
2025
Q1 | $515K | Sell |
1,039
-1
| -0.1% | -$495 | 0.03% | 126 |
|
|
2024
Q4 | $543K | Buy |
1,040
+19
| +2% | +$9.92K | 0.03% | 124 |
|
|
2024
Q3 | $502K | Buy |
1,021
+1
| +0.1% | +$491 | 0.03% | 128 |
|
|
2024
Q2 | $454K | Sell |
1,020
-53
| -5% | -$23.6K | 0.03% | 130 |
|
|
2024
Q1 | $428K | Buy |
1,073
+70
| +7% | +$27.9K | 0.03% | 136 |
|
|
2023
Q4 | $338K | Hold |
1,003
| – | – | 0.02% | 146 |
|
|
2023
Q3 | $293K | Hold |
1,003
| – | – | 0.02% | 142 |
|
|
2023
Q2 | $343K | Hold |
1,003
| – | – | 0.02% | 133 |
|
|
2023
Q1 | $256K | Hold |
1,003
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $266K | Buy |
+1,003
| New | +$266K | 0.02% | 148 |
|
|
2022
Q3 | – | Sell |
-1,011
| Closed | -$203K | – | 174 |
|
|
2022
Q2 | $203K | Sell |
1,011
-5
| -0.5% | -$1K | 0.02% | 165 |
|
|
2022
Q1 | $307K | Buy |
1,016
+32
| +3% | +$9.67K | 0.03% | 145 |
|
|
2021
Q4 | $354K | Buy |
984
+6
| +0.6% | +$2.16K | 0.03% | 133 |
|
|
2021
Q3 | $324K | Buy |
978
+15
| +2% | +$4.97K | 0.04% | 128 |
|
|
2021
Q2 | $295K | Hold |
963
| – | – | 0.03% | 134 |
|
|
2021
Q1 | $237K | Buy |
963
+33
| +4% | +$8.12K | 0.03% | 140 |
|
|
2020
Q4 | $254K | Buy |
+930
| New | +$254K | 0.04% | 129 |
|