AAS
Avantax Advisory Services’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
28,246
+4,912
| +21% | +$2.67M | 0.08% | 183 |
|
|
2025
Q1 | $11.6M | Buy |
23,334
+485
| +2% | +$240K | 0.07% | 215 |
|
|
2024
Q4 | $11.9M | Buy |
22,849
+257
| +1% | +$134K | 0.07% | 190 |
|
|
2024
Q3 | $11.1M | Buy |
22,592
+1,510
| +7% | +$742K | 0.07% | 201 |
|
|
2024
Q2 | $9.38M | Buy |
21,082
+11,087
| +111% | +$4.93M | 0.07% | 221 |
|
|
2024
Q1 | $3.99M | Buy |
9,995
+487
| +5% | +$194K | 0.04% | 356 |
|
|
2023
Q4 | $3.21M | Buy |
9,508
+403
| +4% | +$136K | 0.03% | 385 |
|
|
2023
Q3 | $2.66M | Sell |
9,105
-25
| -0.3% | -$7.31K | 0.03% | 382 |
|
|
2023
Q2 | $3.12M | Sell |
9,130
-65
| -0.7% | -$22.2K | 0.04% | 344 |
|
|
2023
Q1 | $2.35M | Sell |
9,195
-774
| -8% | -$198K | 0.03% | 395 |
|
|
2022
Q4 | $2.65M | Sell |
9,969
-527
| -5% | -$140K | 0.04% | 354 |
|
|
2022
Q3 | $1.97M | Buy |
10,496
+114
| +1% | +$21.4K | 0.03% | 376 |
|
|
2022
Q2 | $2.08M | Sell |
10,382
-1,166
| -10% | -$234K | 0.03% | 367 |
|
|
2022
Q1 | $3.49M | Buy |
11,548
+660
| +6% | +$200K | 0.05% | 273 |
|
|
2021
Q4 | $3.91M | Buy |
10,888
+7,371
| +210% | +$2.65M | 0.06% | 238 |
|
|
2021
Q3 | $3.51M | Buy |
3,517
+80
| +2% | +$79.8K | 0.06% | 237 |
|
|
2021
Q2 | $3.17M | Buy |
3,437
+329
| +11% | +$303K | 0.06% | 247 |
|
|
2021
Q1 | $2.3M | Buy |
3,108
+326
| +12% | +$241K | 0.05% | 263 |
|
|
2020
Q4 | $2.28M | Sell |
2,782
-1,273
| -31% | -$1.04M | 0.05% | 247 |
|
|
2020
Q3 | $2.88M | Buy |
4,055
+2,271
| +127% | +$1.61M | 0.05% | 290 |
|
|
2020
Q2 | $1.02M | Sell |
1,784
-25
| -1% | -$14.3K | 0.03% | 344 |
|
|
2020
Q1 | $890K | Buy |
1,809
+440
| +32% | +$216K | 0.03% | 323 |
|
|
2019
Q4 | $811K | Buy |
1,369
+292
| +27% | +$173K | 0.02% | 377 |
|
|
2019
Q3 | $582K | Sell |
1,077
-18
| -2% | -$9.73K | 0.02% | 298 |
|
|
2019
Q2 | $574K | Sell |
1,095
-1
| -0.1% | -$524 | 0.03% | 271 |
|
|
2019
Q1 | $625K | Sell |
1,096
-37
| -3% | -$21.1K | 0.03% | 244 |
|
|
2018
Q4 | $544K | Buy |
+1,133
| New | +$544K | 0.09% | 211 |
|