Arcadia 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 | $1.2M | Hold |
2,200
| – | – | 0.19% | 65 |
|
|
2025
Q1 | $1.09M | Hold |
2,200
| – | – | 0.2% | 67 |
|
|
2024
Q4 | $1.15M | Hold |
2,200
| – | – | 0.18% | 68 |
|
|
2024
Q3 | $1.08M | Buy |
+2,200
| New | +$1.08M | 0.18% | 72 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$79.6K | – | 365 |
|
|
2022
Q4 | $79.6K | Buy |
+300
| New | +$79.6K | 0.02% | 190 |
|
|
2020
Q4 | – | Sell |
-135
| Closed | -$32K | – | 269 |
|
|
2020
Q3 | $32K | Hold |
135
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $26K | Hold |
135
| – | – | 0.01% | 220 |
|
|
2020
Q1 | $22K | Hold |
135
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $27K | Hold |
135
| – | – | 0.01% | 236 |
|
|
2019
Q3 | $24K | Hold |
135
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $24K | Hold |
135
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $26K | Hold |
135
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $22K | Hold |
135
| – | – | 0.01% | 235 |
|
|
2018
Q3 | $26K | Hold |
135
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $22K | Hold |
135
| – | – | 0.01% | 279 |
|
|
2018
Q1 | $19K | Hold |
135
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $16K | Hold |
135
| – | – | ﹤0.01% | 308 |
|
|
2017
Q3 | $16K | Hold |
135
| – | – | ﹤0.01% | 312 |
|
|
2017
Q2 | $14K | Hold |
135
| – | – | ﹤0.01% | 308 |
|
|
2017
Q1 | $11K | Buy |
+135
| New | +$11K | ﹤0.01% | 371 |
|
|
2016
Q3 | – | Sell |
-675
| Closed | -$50K | – | 384 |
|
|
2016
Q2 | $50K | Buy |
+675
| New | +$50K | 0.02% | 197 |
|