Atria Investments’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 | $18.4M | Buy |
33,787
+779
| +2% | +$423K | 0.22% | 92 |
|
|
2025
Q1 | $16.3M | Sell |
33,008
-2,269
| -6% | -$1.12M | 0.21% | 98 |
|
|
2024
Q4 | $18.4M | Sell |
35,277
-957
| -3% | -$500K | 0.23% | 80 |
|
|
2024
Q3 | $17.8M | Sell |
36,234
-4,254
| -11% | -$2.09M | 0.22% | 90 |
|
|
2024
Q2 | $18M | Buy |
40,488
+1,812
| +5% | +$806K | 0.23% | 79 |
|
|
2024
Q1 | $15.4M | Buy |
38,676
+319
| +0.8% | +$127K | 0.21% | 99 |
|
|
2023
Q4 | $12.9M | Sell |
38,357
-498
| -1% | -$168K | 0.2% | 117 |
|
|
2023
Q3 | $11.4M | Sell |
38,855
-753
| -2% | -$220K | 0.2% | 108 |
|
|
2023
Q2 | $13.5M | Sell |
39,608
-465
| -1% | -$159K | 0.24% | 83 |
|
|
2023
Q1 | $10.2M | Buy |
40,073
+7,853
| +24% | +$2.01M | 0.19% | 120 |
|
|
2022
Q4 | $8.55M | Buy |
32,220
+6,497
| +25% | +$1.72M | 0.18% | 140 |
|
|
2022
Q3 | $4.82M | Sell |
25,723
-3,639
| -12% | -$682K | 0.11% | 238 |
|
|
2022
Q2 | $5.89M | Sell |
29,362
-3,162
| -10% | -$635K | 0.12% | 202 |
|
|
2022
Q1 | $9.81M | Buy |
32,524
+908
| +3% | +$274K | 0.17% | 147 |
|
|
2021
Q4 | $11.4M | Buy |
31,616
+7,079
| +29% | +$2.54M | 0.2% | 116 |
|
|
2021
Q3 | $8.13M | Buy |
24,537
+1,959
| +9% | +$649K | 0.15% | 152 |
|
|
2021
Q2 | $6.92M | Buy |
22,578
+1,602
| +8% | +$491K | 0.13% | 175 |
|
|
2021
Q1 | $5.17M | Buy |
20,976
+1,005
| +5% | +$248K | 0.11% | 206 |
|
|
2020
Q4 | $5.45M | Buy |
19,971
+1,191
| +6% | +$325K | 0.13% | 184 |
|
|
2020
Q3 | $4.44M | Buy |
18,780
+4,854
| +35% | +$1.15M | 0.13% | 173 |
|
|
2020
Q2 | $2.65M | Buy |
13,926
+6,327
| +83% | +$1.2M | 0.09% | 259 |
|
|
2020
Q1 | $1.25M | Sell |
7,599
-1,227
| -14% | -$202K | 0.1% | 199 |
|
|
2019
Q4 | $1.74M | Buy |
8,826
+4,155
| +89% | +$819K | 0.05% | 355 |
|
|
2019
Q3 | $841K | Sell |
4,671
-396
| -8% | -$71.3K | 0.03% | 472 |
|
|
2019
Q2 | $864K | Buy |
5,067
+477
| +10% | +$81.3K | 0.03% | 448 |
|
|
2019
Q1 | $873K | Sell |
4,590
-3,870
| -46% | -$736K | 0.04% | 394 |
|
|
2018
Q4 | $1.35M | Buy |
8,460
+1,734
| +26% | +$277K | 0.06% | 242 |
|
|
2018
Q3 | $1.29M | Buy |
6,726
+393
| +6% | +$75.2K | 0.05% | 337 |
|
|
2018
Q2 | $1.01M | Buy |
6,333
+681
| +12% | +$109K | 0.04% | 372 |
|
|
2018
Q1 | $778K | Buy |
5,652
+321
| +6% | +$44.2K | 0.04% | 396 |
|
|
2017
Q4 | $648K | Sell |
5,331
-195
| -4% | -$23.7K | 0.03% | 429 |
|
|
2017
Q3 | $642K | Sell |
5,526
-117
| -2% | -$13.6K | 0.04% | 409 |
|
|
2017
Q2 | $586K | Buy |
5,643
+1,314
| +30% | +$136K | 0.04% | 396 |
|
|
2017
Q1 | $369K | Sell |
4,329
-324
| -7% | -$27.6K | 0.02% | 461 |
|
|
2016
Q4 | $328K | Buy |
4,653
+495
| +12% | +$34.9K | 0.03% | 443 |
|
|
2016
Q3 | $335K | Buy |
4,158
+54
| +1% | +$4.35K | 0.03% | 383 |
|
|
2016
Q2 | $308K | Sell |
4,104
-621
| -13% | -$46.6K | 0.03% | 355 |
|
|
2016
Q1 | $316K | Sell |
4,725
-369
| -7% | -$24.7K | 0.04% | 350 |
|
|
2015
Q4 | $304K | Sell |
5,094
-468
| -8% | -$27.9K | 0.03% | 310 |
|
|
2015
Q3 | $284K | Sell |
5,562
-54
| -1% | -$2.76K | 0.04% | 273 |
|
|
2015
Q2 | $302K | Hold |
5,616
| – | – | 0.04% | 314 |
|
|
2015
Q1 | $315K | Sell |
5,616
-180
| -3% | -$10.1K | 0.04% | 316 |
|
|
2014
Q4 | $341K | Sell |
5,796
-1,305
| -18% | -$76.8K | 0.04% | 311 |
|
|
2014
Q3 | $364K | Sell |
7,101
-2,655
| -27% | -$136K | 0.04% | 324 |
|
|
2014
Q2 | $446K | Buy |
9,756
+1,134
| +13% | +$51.8K | 0.04% | 284 |
|
|
2014
Q1 | $420K | Buy |
8,622
+1,881
| +28% | +$91.6K | 0.04% | 310 |
|
|
2013
Q4 | $288K | Buy |
6,741
+1,215
| +22% | +$51.9K | 0.03% | 384 |
|
|
2013
Q3 | $231K | Buy |
5,526
+252
| +5% | +$10.5K | 0.02% | 410 |
|
|
2013
Q2 | $297K | Buy |
+5,274
| New | +$297K | 0.04% | 296 |
|