Advisornet Financial’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 | $691K | Sell |
1,271
-12
| -0.9% | -$6.52K | 0.04% | 308 |
|
|
2025
Q1 | $635K | Buy |
1,283
+510
| +66% | +$253K | 0.05% | 304 |
|
|
2024
Q4 | $403K | Sell |
773
-50
| -6% | -$26.1K | 0.03% | 361 |
|
|
2024
Q3 | $404K | Buy |
823
+108
| +15% | +$53.1K | 0.03% | 364 |
|
|
2024
Q2 | $318K | Buy |
715
+3
| +0.4% | +$1.34K | 0.03% | 386 |
|
|
2024
Q1 | $284K | Sell |
712
-8
| -1% | -$3.19K | 0.03% | 409 |
|
|
2023
Q4 | $243K | Sell |
720
-45
| -6% | -$15.2K | 0.02% | 440 |
|
|
2023
Q3 | $224K | Sell |
765
-382
| -33% | -$112K | 0.02% | 435 |
|
|
2023
Q2 | $392K | Sell |
1,147
-46
| -4% | -$15.7K | 0.03% | 350 |
|
|
2023
Q1 | $305K | Buy |
1,193
+192
| +19% | +$49.1K | 0.03% | 378 |
|
|
2022
Q4 | $266K | Buy |
1,001
+420
| +72% | +$111K | 0.03% | 417 |
|
|
2022
Q3 | $109K | Sell |
581
-142
| -20% | -$26.6K | 0.01% | 632 |
|
|
2022
Q2 | $145K | Sell |
723
-123
| -15% | -$24.7K | 0.01% | 569 |
|
|
2022
Q1 | $255K | Buy |
846
+220
| +35% | +$66.3K | 0.02% | 497 |
|
|
2021
Q4 | $225K | Buy |
626
+416
| +198% | +$150K | 0.01% | 574 |
|
|
2021
Q3 | $70K | Buy |
210
+30
| +17% | +$10K | ﹤0.01% | 900 |
|
|
2021
Q2 | $55K | Sell |
180
-450
| -71% | -$138K | ﹤0.01% | 953 |
|
|
2021
Q1 | $155K | Buy |
630
+300
| +91% | +$73.8K | 0.01% | 626 |
|
|
2020
Q4 | $90K | Hold |
330
| – | – | 0.01% | 719 |
|
|
2020
Q3 | $78K | Sell |
330
-234
| -41% | -$55.3K | 0.01% | 738 |
|
|
2020
Q2 | $107K | Buy |
564
+300
| +114% | +$56.9K | 0.01% | 649 |
|
|
2020
Q1 | $44K | Sell |
264
-612
| -70% | -$102K | ﹤0.01% | 827 |
|
|
2019
Q4 | $173K | Buy |
876
+270
| +45% | +$53.3K | 0.01% | 533 |
|
|
2019
Q3 | $109K | Buy |
606
+30
| +5% | +$5.4K | 0.01% | 649 |
|
|
2019
Q2 | $101K | Buy |
576
+159
| +38% | +$27.9K | 0.01% | 606 |
|
|
2019
Q1 | $79K | Sell |
417
-174
| -29% | -$33K | 0.01% | 615 |
|
|
2018
Q4 | $94K | Buy |
591
+150
| +34% | +$23.9K | 0.01% | 533 |
|
|
2018
Q3 | $84K | Sell |
441
-60
| -12% | -$11.4K | 0.01% | 591 |
|
|
2018
Q2 | $80K | Buy |
501
+267
| +114% | +$42.6K | 0.01% | 580 |
|
|
2018
Q1 | $32K | Hold |
234
| – | – | ﹤0.01% | 815 |
|
|
2017
Q4 | $28K | Buy |
+234
| New | +$28K | ﹤0.01% | 788 |
|