AE Wealth Management’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 | $5.28M | Buy |
9,720
+1,313
| +16% | +$713K | 0.04% | 341 |
|
|
2025
Q1 | $4.16M | Buy |
8,407
+2,066
| +33% | +$1.02M | 0.04% | 375 |
|
|
2024
Q4 | $3.31M | Buy |
6,341
+640
| +11% | +$334K | 0.03% | 425 |
|
|
2024
Q3 | $2.8M | Buy |
5,701
+1,879
| +49% | +$923K | 0.03% | 449 |
|
|
2024
Q2 | $1.7M | Buy |
3,822
+752
| +24% | +$335K | 0.02% | 559 |
|
|
2024
Q1 | $1.23M | Sell |
3,070
-27,983
| -90% | -$11.2M | 0.01% | 613 |
|
|
2023
Q4 | $11.6M | Sell |
31,053
-2,175
| -7% | -$815K | 0.06% | 361 |
|
|
2023
Q3 | $9.71M | Buy |
33,228
+2,259
| +7% | +$660K | 0.06% | 386 |
|
|
2023
Q2 | $10.6M | Buy |
30,969
+3,944
| +15% | +$1.35M | 0.06% | 354 |
|
|
2023
Q1 | $6.9M | Buy |
27,025
+17,618
| +187% | +$4.5M | 0.04% | 432 |
|
|
2022
Q4 | $2.5M | Sell |
9,407
-16,043
| -63% | -$4.26M | 0.02% | 672 |
|
|
2022
Q3 | $4.77M | Buy |
25,450
+17,712
| +229% | +$3.32M | 0.04% | 437 |
|
|
2022
Q2 | $1.55M | Buy |
7,738
+603
| +8% | +$121K | 0.01% | 747 |
|
|
2022
Q1 | $2.15M | Buy |
7,135
+637
| +10% | +$192K | 0.01% | 685 |
|
|
2021
Q4 | $2.34M | Sell |
6,498
-339
| -5% | -$122K | 0.02% | 650 |
|
|
2021
Q3 | $2.27M | Buy |
6,837
+1,065
| +18% | +$353K | 0.02% | 608 |
|
|
2021
Q2 | $1.77M | Buy |
5,772
+1,290
| +29% | +$395K | 0.02% | 675 |
|
|
2021
Q1 | $1.1M | Buy |
4,482
+507
| +13% | +$125K | 0.01% | 734 |
|
|
2020
Q4 | $1.08M | Sell |
3,975
-8,418
| -68% | -$2.3M | 0.01% | 687 |
|
|
2020
Q3 | $2.93M | Buy |
12,393
+9,132
| +280% | +$2.16M | 0.04% | 334 |
|
|
2020
Q2 | $619K | Buy |
3,261
+1,035
| +46% | +$196K | 0.01% | 780 |
|
|
2020
Q1 | $367K | Sell |
2,226
-2,367
| -52% | -$390K | 0.01% | 799 |
|
|
2019
Q4 | $905K | Buy |
4,593
+663
| +17% | +$131K | 0.02% | 551 |
|
|
2019
Q3 | $707K | Buy |
3,930
+276
| +8% | +$49.7K | 0.02% | 527 |
|
|
2019
Q2 | $639K | Buy |
+3,654
| New | +$639K | 0.02% | 520 |
|
|
2018
Q4 | – | Sell |
-1,203
| Closed | -$230K | – | 535 |
|
|
2018
Q3 | $230K | Buy |
+1,203
| New | +$230K | 0.01% | 523 |
|