ACM
Advisors Capital Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
6,614
+24
| +0.4% | +$13K | 0.05% | 225 |
|
|
2025
Q1 | $3.26M | Buy |
6,590
+3,678
| +126% | +$1.82M | 0.05% | 226 |
|
|
2024
Q4 | $1.52M | Buy |
2,912
+165
| +6% | +$86.1K | 0.02% | 266 |
|
|
2024
Q3 | $1.35M | Buy |
2,747
+39
| +1% | +$19.2K | 0.02% | 268 |
|
|
2024
Q2 | $1.21M | Buy |
2,708
+1,377
| +103% | +$613K | 0.02% | 277 |
|
|
2024
Q1 | $531K | Buy |
1,331
+53
| +4% | +$21.1K | 0.01% | 355 |
|
|
2023
Q4 | $431K | Buy |
1,278
+79
| +7% | +$26.6K | 0.01% | 361 |
|
|
2023
Q3 | $351K | Buy |
1,199
+61
| +5% | +$17.9K | 0.01% | 340 |
|
|
2023
Q2 | $389K | Buy |
1,138
+78
| +7% | +$26.7K | 0.01% | 343 |
|
|
2023
Q1 | $271K | Buy |
1,060
+26
| +3% | +$6.65K | 0.01% | 383 |
|
|
2022
Q4 | $274K | Sell |
1,034
-7
| -0.7% | -$1.86K | 0.01% | 386 |
|
|
2022
Q3 | $270K | Buy |
1,041
+30
| +3% | +$7.78K | 0.01% | 402 |
|
|
2022
Q2 | $203K | Sell |
1,011
-196
| -16% | -$39.4K | 0.01% | 419 |
|
|
2022
Q1 | $364K | Sell |
1,207
-59
| -5% | -$17.8K | 0.01% | 339 |
|
|
2021
Q4 | $455K | Buy |
1,266
+877
| +225% | +$315K | 0.01% | 321 |
|
|
2021
Q3 | $387K | Buy |
389
+5
| +1% | +$4.97K | 0.01% | 323 |
|
|
2021
Q2 | $353K | Buy |
384
+10
| +3% | +$9.19K | 0.01% | 312 |
|
|
2021
Q1 | $276K | Buy |
374
+14
| +4% | +$10.3K | 0.01% | 325 |
|
|
2020
Q4 | $294K | Sell |
360
-194
| -35% | -$158K | 0.01% | 294 |
|
|
2020
Q3 | $394K | Sell |
554
-7
| -1% | -$4.98K | 0.02% | 250 |
|
|
2020
Q2 | $320K | Sell |
561
-3
| -0.5% | -$1.71K | 0.02% | 253 |
|
|
2020
Q1 | $279K | Sell |
564
-94
| -14% | -$46.5K | 0.02% | 245 |
|
|
2019
Q4 | $389K | Buy |
658
+68
| +12% | +$40.2K | 0.02% | 271 |
|
|
2019
Q3 | $319K | Buy |
590
+8
| +1% | +$4.33K | 0.02% | 255 |
|
|
2019
Q2 | $305K | Buy |
582
+42
| +8% | +$22K | 0.02% | 244 |
|
|
2019
Q1 | $311K | Sell |
540
-3
| -0.6% | -$1.73K | 0.02% | 234 |
|
|
2018
Q4 | $260K | Hold |
543
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $312K | Hold |
543
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $260K | Buy |
543
+3
| +0.6% | +$1.44K | 0.02% | 197 |
|
|
2018
Q1 | $223K | Sell |
540
-35
| -6% | -$14.5K | 0.02% | 185 |
|
|
2017
Q4 | $210K | Buy |
575
+375
| +188% | +$137K | 0.02% | 185 |
|
|
2017
Q3 | $209K | Buy |
+200
| New | +$209K | 0.02% | 177 |
|