AIP
Ameritas Investment Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
23,214
+48
| +0.2% | +$26.1K | 0.4% | 31 |
|
|
2025
Q1 | $11.5M | Buy |
23,166
+166
| +0.7% | +$82.2K | 0.39% | 33 |
|
|
2024
Q4 | $12M | Buy |
23,000
+243
| +1% | +$127K | 0.39% | 31 |
|
|
2024
Q3 | $11.2M | Sell |
22,757
-769
| -3% | -$378K | 0.36% | 37 |
|
|
2024
Q2 | $10.5M | Sell |
23,526
-39
| -0.2% | -$17.3K | 0.36% | 35 |
|
|
2024
Q1 | $9.4M | Sell |
23,565
-273
| -1% | -$109K | 0.32% | 42 |
|
|
2023
Q4 | $8.04M | Sell |
23,838
-21
| -0.1% | -$7.08K | 0.29% | 48 |
|
|
2023
Q3 | $6.97M | Buy |
23,859
+1,218
| +5% | +$356K | 0.28% | 48 |
|
|
2023
Q2 | $7.74M | Sell |
22,641
-1,087
| -5% | -$372K | 0.29% | 45 |
|
|
2023
Q1 | $6.06M | Buy |
23,728
+5
| +0% | +$1.28K | 0.24% | 59 |
|
|
2022
Q4 | $6.18M | Sell |
23,723
-999
| -4% | -$260K | 0.25% | 62 |
|
|
2022
Q3 | $4.63M | Buy |
24,722
+10
| +0% | +$1.87K | 0.21% | 77 |
|
|
2022
Q2 | $4.96M | Buy |
24,712
+518
| +2% | +$104K | 0.21% | 72 |
|
|
2022
Q1 | $7.3M | Buy |
24,194
+16
| +0.1% | +$4.83K | 0.26% | 52 |
|
|
2021
Q4 | $8.69M | Buy |
24,178
+16,030
| +197% | +$5.76M | 0.29% | 47 |
|
|
2021
Q3 | $8.1M | Sell |
8,148
-736
| -8% | -$732K | 0.3% | 46 |
|
|
2021
Q2 | $8.17M | Sell |
8,884
-361
| -4% | -$332K | 0.29% | 43 |
|
|
2021
Q1 | $7.07M | Sell |
9,245
-252
| -3% | -$193K | 0.27% | 53 |
|
|
2020
Q4 | $7.77M | Sell |
9,497
-96
| -1% | -$78.5K | 0.36% | 34 |
|
|
2020
Q3 | $6.81M | Sell |
9,593
-152
| -2% | -$108K | 0.31% | 47 |
|
|
2020
Q2 | $5.55M | Sell |
9,745
-5
| -0.1% | -$2.85K | 0.26% | 53 |
|
|
2020
Q1 | $4.83M | Sell |
9,750
-72
| -0.7% | -$35.6K | 0.27% | 53 |
|
|
2019
Q4 | $5.81M | Sell |
9,822
-7
| -0.1% | -$4.14K | 0.26% | 57 |
|
|
2019
Q3 | $5.31M | Sell |
9,829
-71
| -0.7% | -$38.3K | 0.24% | 57 |
|
|
2019
Q2 | $5.19M | Buy |
9,900
+62
| +0.6% | +$32.5K | 0.24% | 61 |
|
|
2019
Q1 | $5.61M | Sell |
9,838
-130
| -1% | -$74.2K | 0.26% | 51 |
|
|
2018
Q4 | $4.77M | Buy |
9,968
+15
| +0.2% | +$7.18K | 0.26% | 53 |
|
|
2018
Q3 | $5.71M | Sell |
9,953
-386
| -4% | -$222K | 0.26% | 51 |
|
|
2018
Q2 | $4.95M | Sell |
10,339
-177
| -2% | -$84.7K | 0.24% | 54 |
|
|
2018
Q1 | $4.34M | Sell |
10,516
-1,034
| -9% | -$427K | 0.21% | 74 |
|
|
2017
Q4 | $4.12M | Buy |
11,550
+7,274
| +170% | +$2.6M | 0.19% | 96 |
|
|
2017
Q3 | $4.41M | Buy |
4,276
+365
| +9% | +$376K | 0.21% | 72 |
|
|
2017
Q2 | $3.66M | Sell |
3,911
-46
| -1% | -$43K | 0.18% | 94 |
|
|
2017
Q1 | $3.03M | Sell |
3,957
-210
| -5% | -$161K | 0.15% | 130 |
|
|
2016
Q4 | $2.64M | Sell |
4,167
-960
| -19% | -$609K | 0.13% | 164 |
|
|
2016
Q3 | $3.72M | Sell |
5,127
-933
| -15% | -$676K | 0.2% | 77 |
|
|
2016
Q2 | $4.01M | Buy |
6,060
+90
| +2% | +$59.5K | 0.26% | 70 |
|
|
2016
Q1 | $3.59M | Sell |
5,970
-445
| -7% | -$267K | 0.24% | 77 |
|
|
2015
Q4 | $3.5M | Sell |
6,415
-1,935
| -23% | -$1.06M | 0.24% | 79 |
|
|
2015
Q3 | $3.84M | Sell |
8,350
-7
| -0.1% | -$3.22K | 0.28% | 60 |
|
|
2015
Q2 | $4.05M | Buy |
8,357
+1,359
| +19% | +$658K | 0.27% | 68 |
|
|
2015
Q1 | $3.53M | Sell |
6,998
-9
| -0.1% | -$4.54K | 0.23% | 79 |
|
|
2014
Q4 | $3.71M | Sell |
7,007
-31
| -0.4% | -$16.4K | 0.25% | 79 |
|
|
2014
Q3 | $3.25M | Sell |
7,038
-5
| -0.1% | -$2.31K | 0.23% | 85 |
|
|
2014
Q2 | $2.9M | Buy |
7,043
+2
| +0% | +$824 | 0.21% | 103 |
|
|
2014
Q1 | $3.08M | Sell |
7,041
-20
| -0.3% | -$8.76K | 0.24% | 86 |
|
|
2013
Q4 | $2.71M | Buy |
7,061
+693
| +11% | +$266K | 0.22% | 101 |
|
|
2013
Q3 | $2.4M | Buy |
6,368
+2,309
| +57% | +$868K | 0.22% | 105 |
|
|
2013
Q2 | $2.05M | Buy |
+4,059
| New | +$2.05M | 0.56% | 48 |
|