Anchor Investment 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 | $3.05M | Buy |
5,618
+4,661
| +487% | +$2.53M | 0.27% | 97 |
|
2025
Q1 | $474K | Buy |
957
+15
| +2% | +$7.43K | 0.04% | 261 |
|
2024
Q4 | $492K | Sell |
942
-82
| -8% | -$42.8K | 0.05% | 258 |
|
2024
Q3 | $503K | Buy |
1,024
+15
| +1% | +$7.37K | 0.05% | 259 |
|
2024
Q2 | $449K | Sell |
1,009
-705
| -41% | -$314K | 0.05% | 251 |
|
2024
Q1 | $684K | Sell |
1,714
-2,649
| -61% | -$1.06M | 0.07% | 209 |
|
2023
Q4 | $1.47M | Buy |
4,363
+277
| +7% | +$93.4K | 0.17% | 137 |
|
2023
Q3 | $1.19M | Buy |
4,086
+167
| +4% | +$48.8K | 0.16% | 143 |
|
2023
Q2 | $1.34M | Buy |
3,919
+1,106
| +39% | +$378K | 0.17% | 136 |
|
2023
Q1 | $719K | Buy |
2,813
+204
| +8% | +$52.1K | 0.1% | 188 |
|
2022
Q4 | $692K | Sell |
2,609
-5
| -0.2% | -$1.33K | 0.1% | 191 |
|
2022
Q3 | $490K | Buy |
2,614
+250
| +11% | +$46.9K | 0.08% | 223 |
|
2022
Q2 | $474K | Sell |
2,364
-29
| -1% | -$5.82K | 0.07% | 227 |
|
2022
Q1 | $722K | Buy |
2,393
+51
| +2% | +$15.4K | 0.09% | 200 |
|
2021
Q4 | $841K | Buy |
2,342
+653
| +39% | +$235K | 0.1% | 187 |
|
2021
Q3 | $560K | Sell |
1,689
-18
| -1% | -$5.97K | 0.08% | 219 |
|
2021
Q2 | $523K | Buy |
1,707
+159
| +10% | +$48.7K | 0.07% | 227 |
|
2021
Q1 | $381K | Buy |
1,548
+561
| +57% | +$138K | 0.06% | 251 |
|
2020
Q4 | $269K | Buy |
987
+150
| +18% | +$40.9K | 0.05% | 253 |
|
2020
Q3 | $198K | Buy |
837
+36
| +4% | +$8.51K | 0.04% | 278 |
|
2020
Q2 | $152K | Buy |
801
+30
| +4% | +$5.7K | 0.03% | 306 |
|
2020
Q1 | $127K | Buy |
771
+330
| +75% | +$54.5K | 0.03% | 309 |
|
2019
Q4 | $86.9K | Hold |
441
| – | – | 0.02% | 388 |
|
2019
Q3 | $79.4K | Buy |
441
+87
| +25% | +$15.7K | 0.02% | 393 |
|
2019
Q2 | $61.9K | Buy |
354
+333
| +1,586% | +$58.2K | 0.01% | 429 |
|
2019
Q1 | $3.99K | Hold |
21
| – | – | ﹤0.01% | 703 |
|
2018
Q4 | $3.35K | Hold |
21
| – | – | ﹤0.01% | 729 |
|
2018
Q3 | $4.02K | Hold |
21
| – | – | ﹤0.01% | 741 |
|
2018
Q2 | $3.35K | Hold |
21
| – | – | ﹤0.01% | 770 |
|
2018
Q1 | $2.89K | Hold |
21
| – | – | ﹤0.01% | 747 |
|
2017
Q4 | $2.56K | Buy |
+21
| New | +$2.56K | ﹤0.01% | 754 |
|