AIM
Acropolis Investment Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
980
-6
| -0.6% | -$3.26K | 0.03% | 152 |
|
|
2025
Q1 | $488K | Buy |
986
+1
| +0.1% | +$495 | 0.03% | 155 |
|
|
2024
Q4 | $514K | Buy |
985
+8
| +0.8% | +$4.18K | 0.03% | 150 |
|
|
2024
Q3 | $480K | Buy |
977
+9
| +0.9% | +$4.42K | 0.03% | 151 |
|
|
2024
Q2 | $431K | Hold |
968
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $386K | Hold |
968
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $327K | Hold |
968
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $283K | Hold |
968
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $331K | Buy |
968
+20
| +2% | +$6.84K | 0.03% | 166 |
|
|
2023
Q1 | $242K | Sell |
948
-1
| -0.1% | -$255 | 0.02% | 183 |
|
|
2022
Q4 | $252K | Buy |
949
+4
| +0.4% | +$1.06K | 0.02% | 177 |
|
|
2022
Q3 | $177K | Hold |
945
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $190K | Hold |
945
| – | – | 0.02% | 182 |
|
|
2022
Q1 | $285K | Sell |
945
-84
| -8% | -$25.3K | 0.03% | 160 |
|
|
2021
Q4 | $370K | Buy |
1,029
+686
| +200% | +$247K | 0.03% | 146 |
|
|
2021
Q3 | $339K | Buy |
343
+28
| +9% | +$27.7K | 0.04% | 144 |
|
|
2021
Q2 | $290K | Hold |
315
| – | – | 0.03% | 151 |
|
|
2021
Q1 | $233K | Hold |
315
| – | – | 0.02% | 163 |
|
|
2020
Q4 | $258K | Hold |
315
| – | – | 0.03% | 153 |
|
|
2020
Q3 | $224K | Hold |
315
| – | – | 0.03% | 151 |
|
|
2020
Q2 | $179K | Hold |
315
| – | – | 0.02% | 154 |
|
|
2020
Q1 | $156K | Hold |
315
| – | – | 0.02% | 155 |
|
|
2019
Q4 | $186K | Hold |
315
| – | – | 0.03% | 135 |
|
|
2019
Q3 | $170K | Hold |
315
| – | – | 0.02% | 136 |
|
|
2019
Q2 | $165K | Sell |
315
-135
| -30% | -$70.7K | 0.03% | 120 |
|
|
2019
Q1 | $257K | Hold |
450
| – | – | 0.04% | 111 |
|
|
2018
Q4 | $216K | Hold |
450
| – | – | 0.04% | 112 |
|
|
2018
Q3 | $258K | Hold |
450
| – | – | 0.04% | 109 |
|
|
2018
Q2 | $215K | Hold |
450
| – | – | 0.04% | 114 |
|
|
2018
Q1 | $186K | Hold |
450
| – | – | 0.03% | 123 |
|
|
2017
Q4 | $164K | Buy |
450
+300
| +200% | +$109K | 0.03% | 130 |
|
|
2017
Q3 | $157K | Hold |
150
| – | – | 0.03% | 124 |
|
|
2017
Q2 | $140K | Hold |
150
| – | – | 0.02% | 134 |
|
|
2017
Q1 | $115K | Buy |
+150
| New | +$115K | 0.02% | 135 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$109K | – | 135 |
|
|
2016
Q3 | $109K | Buy |
+150
| New | +$109K | 0.02% | 130 |
|