Arax Advisory Partners’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 | $1.83M | Buy |
3,374
+396
| +13% | +$215K | 0.08% | 159 |
|
|
2025
Q1 | $1.47M | Sell |
2,978
-230
| -7% | -$114K | 0.09% | 137 |
|
|
2024
Q4 | $1.67M | Buy |
3,208
+432
| +16% | +$225K | 0.11% | 120 |
|
|
2024
Q3 | $1.36M | Sell |
2,776
-470
| -14% | -$231K | 0.12% | 98 |
|
|
2024
Q2 | $1.44M | Buy |
3,246
+393
| +14% | +$175K | 0.14% | 84 |
|
|
2024
Q1 | $1.14M | Buy |
2,853
+8
| +0.3% | +$3.19K | 0.12% | 96 |
|
|
2023
Q4 | $960K | Buy |
2,845
+426
| +18% | +$144K | 0.11% | 113 |
|
|
2023
Q3 | $707K | Buy |
2,419
+1,511
| +166% | +$442K | 0.09% | 118 |
|
|
2023
Q2 | $310K | Sell |
908
-426
| -32% | -$146K | 0.04% | 183 |
|
|
2023
Q1 | $341K | Sell |
1,334
-334
| -20% | -$85.3K | 0.05% | 168 |
|
|
2022
Q4 | $443K | Sell |
1,668
-176
| -10% | -$46.7K | 0.06% | 116 |
|
|
2022
Q3 | $346K | Buy |
1,844
+312
| +20% | +$58.5K | 0.05% | 142 |
|
|
2022
Q2 | $307K | Buy |
1,532
+102
| +7% | +$20.4K | 0.05% | 158 |
|
|
2022
Q1 | $431K | Buy |
1,430
+275
| +24% | +$82.9K | 0.06% | 125 |
|
|
2021
Q4 | $415K | Hold |
1,155
| – | – | 0.05% | 132 |
|
|
2021
Q3 | $383K | Sell |
1,155
-96
| -8% | -$31.8K | 0.05% | 125 |
|
|
2021
Q2 | $383K | Buy |
+1,251
| New | +$383K | 0.05% | 131 |
|
|
2020
Q4 | $329K | Buy |
1,206
+12
| +1% | +$3.27K | 0.05% | 123 |
|
|
2020
Q3 | $282K | Buy |
1,194
+90
| +8% | +$21.3K | 0.05% | 126 |
|
|
2020
Q2 | $210K | Buy |
1,104
+315
| +40% | +$59.9K | 0.04% | 168 |
|
|
2020
Q1 | $130K | Sell |
789
-21
| -3% | -$3.46K | 0.03% | 194 |
|
|
2019
Q4 | $160K | Sell |
810
-198
| -20% | -$39.1K | 0.05% | 184 |
|
|
2019
Q3 | $181K | Hold |
1,008
| – | – | 0.05% | 168 |
|
|
2019
Q2 | $176K | Buy |
+1,008
| New | +$176K | 0.06% | 159 |
|
|
2018
Q4 | $20K | Sell |
126
-3
| -2% | -$476 | 0.01% | 365 |
|
|
2018
Q3 | $25K | Sell |
129
-72
| -36% | -$14K | 0.01% | 370 |
|
|
2018
Q2 | $32K | Buy |
201
+93
| +86% | +$14.8K | 0.01% | 262 |
|
|
2018
Q1 | $14K | Buy |
108
+18
| +20% | +$2.33K | 0.01% | 299 |
|
|
2017
Q4 | $10K | Buy |
90
+9
| +11% | +$1K | ﹤0.01% | 328 |
|
|
2017
Q3 | $9K | Buy |
81
+63
| +350% | +$7K | ﹤0.01% | 337 |
|
|
2017
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 448 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 494 |
|
|
2016
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 520 |
|