Aptus Capital Advisors’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 | $29M | Buy |
53,379
+5,771
| +12% | +$3.14M | 0.24% | 75 |
|
|
2025
Q1 | $23.6M | Buy |
47,608
+4,091
| +9% | +$2.03M | 0.24% | 86 |
|
|
2024
Q4 | $22.7M | Buy |
43,517
+13,367
| +44% | +$6.98M | 0.24% | 85 |
|
|
2024
Q3 | $14.8M | Buy |
30,150
+4,543
| +18% | +$2.23M | 0.22% | 109 |
|
|
2024
Q2 | $11.4M | Buy |
25,607
+19,950
| +353% | +$8.87M | 0.2% | 100 |
|
|
2024
Q1 | $2.26M | Buy |
5,657
+785
| +16% | +$313K | 0.04% | 278 |
|
|
2023
Q4 | $1.64M | Sell |
4,872
-6,430
| -57% | -$2.17M | 0.04% | 243 |
|
|
2023
Q3 | $3.3M | Buy |
11,302
+1,135
| +11% | +$332K | 0.09% | 168 |
|
|
2023
Q2 | $3.48M | Buy |
10,167
+142
| +1% | +$48.6K | 0.08% | 169 |
|
|
2023
Q1 | $2.56M | Buy |
10,025
+7,482
| +294% | +$1.91M | 0.07% | 189 |
|
|
2022
Q4 | $675K | Sell |
2,543
-11,404
| -82% | -$3.03M | 0.02% | 312 |
|
|
2022
Q3 | $2.61M | Sell |
13,947
-1,931
| -12% | -$362K | 0.06% | 173 |
|
|
2022
Q2 | $3.19M | Sell |
15,878
-706
| -4% | -$142K | 0.08% | 130 |
|
|
2022
Q1 | $5M | Buy |
16,584
+2,828
| +21% | +$853K | 0.12% | 95 |
|
|
2021
Q4 | $4.94M | Sell |
13,756
-470
| -3% | -$169K | 0.15% | 86 |
|
|
2021
Q3 | $4.72M | Sell |
14,226
-360
| -2% | -$119K | 0.12% | 74 |
|
|
2021
Q2 | $4.47M | Hold |
14,586
| – | – | 0.13% | 63 |
|
|
2021
Q1 | $3.59M | Sell |
14,586
-3,333
| -19% | -$821K | 0.13% | 68 |
|
|
2020
Q4 | $4.89M | Buy |
17,919
+1,284
| +8% | +$350K | 0.22% | 50 |
|
|
2020
Q3 | $3.93M | Buy |
16,635
+3,633
| +28% | +$859K | 0.21% | 53 |
|
|
2020
Q2 | $2.47M | Buy |
13,002
+11,529
| +783% | +$2.19M | 0.16% | 78 |
|
|
2020
Q1 | $243K | Hold |
1,473
| – | – | 0.02% | 229 |
|
|
2019
Q4 | $290K | Hold |
1,473
| – | – | 0.02% | 258 |
|
|
2019
Q3 | $265K | Hold |
1,473
| – | – | 0.01% | 285 |
|
|
2019
Q2 | $257K | Hold |
1,473
| – | – | 0.04% | 283 |
|
|
2019
Q1 | $280K | Buy |
+1,473
| New | +$280K | 0.05% | 251 |
|