Ameritas Advisory Services’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 | $622K | Sell |
1,144
-580
| -34% | -$315K | 0.03% | 451 |
|
|
2025
Q1 | $878K | Buy |
1,724
+96
| +6% | +$48.9K | 0.04% | 437 |
|
|
2024
Q4 | $850K | Buy |
1,628
+324
| +25% | +$169K | 0.03% | 462 |
|
|
2024
Q3 | $641K | Sell |
1,304
-608
| -32% | -$299K | 0.03% | 486 |
|
|
2024
Q2 | $851K | Buy |
1,912
+684
| +56% | +$304K | 0.03% | 450 |
|
|
2024
Q1 | $466K | Sell |
1,228
-628
| -34% | -$239K | 0.02% | 571 |
|
|
2023
Q4 | $675K | Buy |
1,856
+60
| +3% | +$21.8K | 0.04% | 364 |
|
|
2023
Q3 | $507K | Buy |
1,796
+1,007
| +128% | +$284K | 0.03% | 498 |
|
|
2023
Q2 | $261K | Sell |
789
-751
| -49% | -$249K | 0.03% | 442 |
|
|
2023
Q1 | $426K | Sell |
1,540
-763
| -33% | -$211K | 0.02% | 528 |
|
|
2022
Q4 | $611K | Buy |
2,303
+336
| +17% | +$89.2K | 0.03% | 477 |
|
|
2022
Q3 | $369K | Buy |
1,967
+136
| +7% | +$25.5K | 0.02% | 519 |
|
|
2022
Q2 | $368K | Buy |
1,831
+48
| +3% | +$9.65K | 0.02% | 548 |
|
|
2022
Q1 | $538K | Buy |
1,783
+156
| +10% | +$47.1K | 0.02% | 484 |
|
|
2021
Q4 | $585K | Buy |
+1,627
| New | +$585K | 0.02% | 458 |
|