Arlington Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6M | Buy |
13,016
+354
| +3% | +$179K | 0.85% | 31 |
|
|
2025
Q4 | $7.17M | Buy |
12,662
+92
| +0.7% | +$49K | 1.03% | 30 |
|
|
2025
Q3 | $5.62M | Buy |
12,570
+307
| +3% | +$147K | 0.83% | 29 |
|
|
2025
Q2 | $6.66M | Sell |
12,263
-4,704
| -28% | -$2.46M | 1.09% | 27 |
|
|
2025
Q1 | $8.4M | Buy |
16,967
+3,476
| +26% | +$1.92M | 1.48% | 22 |
|
|
2024
Q4 | $7.04M | Sell |
13,491
-403
| -3% | -$210K | 1.4% | 23 |
|
|
2024
Q3 | $6.83M | Sell |
13,894
-191
| -1% | -$88.9K | 1.4% | 23 |
|
|
2024
Q2 | $6.27M | Sell |
14,085
-1,229
| -8% | -$489K | 1.37% | 23 |
|
|
2024
Q1 | $6.11M | Sell |
15,314
-860
| -5% | -$325K | 1.34% | 23 |
|
|
2023
Q4 | $5.46M | Sell |
16,174
-48
| -0.3% | -$14.3K | 1.63% | 19 |
|
|
2023
Q3 | $4.74M | Sell |
16,222
-156
| -1% | -$48.7K | 1.68% | 17 |
|
|
2023
Q2 | $5.6M | Sell |
16,378
-34
| -0.2% | -$10.3K | 2.04% | 14 |
|
|
2023
Q1 | $4.19M | Buy |
16,412
+421
| +3% | +$104K | 1.61% | 14 |
|
|
2022
Q4 | $4.24M | Sell |
15,991
-112
| -0.7% | -$27.3K | 1.79% | 14 |
|
|
2022
Q3 | $3.02M | Sell |
16,103
-469
| -3% | -$101K | 1.53% | 20 |
|
|
2022
Q2 | $3.33M | Buy |
16,572
+309
| +2% | +$72.5K | 1.49% | 17 |
|
|
2022
Q1 | $4.91M | Sell |
16,263
-166
| -1% | -$48.5K | 1.86% | 15 |
|
|
2021
Q4 | $5.9M | Buy |
16,429
+13
| +0.1% | +$4.47K | 2% | 14 |
|
|
2021
Q3 | $5.44M | Sell |
16,416
-279
| -2% | -$93.7K | 2.13% | 14 |
|
|
2021
Q2 | $5.12M | Buy |
16,695
+600
| +4% | +$168K | 1.94% | 14 |
|
|
2021
Q1 | $3.96M | Sell |
16,095
-27
| -0.2% | -$6.79K | 1.61% | 18 |
|
|
2020
Q4 | $4.4M | Buy |
16,122
+12
| +0.1% | +$2.98K | 1.85% | 16 |
|
|
2020
Q3 | $3.81M | Sell |
16,110
-1,485
| -8% | -$333K | 1.95% | 15 |
|
|
2020
Q2 | $3.34M | Sell |
17,595
-1,152
| -6% | -$207K | 1.89% | 14 |
|
|
2020
Q1 | $3.1M | Buy |
18,747
+480
| +3% | +$87.9K | 2.2% | 13 |
|
|
2019
Q4 | $3.6M | Sell |
18,267
-2,970
| -14% | -$556K | 2% | 15 |
|
|
2019
Q3 | $3.82M | Sell |
21,237
-42
| -0.2% | -$7.26K | 2.18% | 14 |
|
|
2019
Q2 | $3.72M | Buy |
21,279
+156
| +0.7% | +$26.7K | 2.13% | 15 |
|
|
2019
Q1 | $4.02M | Sell |
21,123
-606
| -3% | -$108K | 2.28% | 14 |
|
|
2018
Q4 | $3.47M | Buy |
21,729
+132
| +0.6% | +$22.4K | 1.48% | 19 |
|
|
2018
Q3 | $3.83M | Sell |
21,597
-426
| -2% | -$75.6K | 2.3% | 14 |
|
|
2018
Q2 | $3.73M | Sell |
22,023
-696
| -3% | -$106K | 2.17% | 15 |
|
|
2018
Q1 | $3.13M | Sell |
22,719
-4,443
| -16% | -$620K | 2.05% | 15 |
|
|
2017
Q4 | $4.08M | Buy |
+27,162
| New | +$3.4M | 1.92% | 16 |
|
Other funds holding ISRG
VCM
VPM
