Belpointe Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
2,351
-73
| -3% | -$39.7K | 0.05% | 288 |
|
|
2025
Q1 | $1.2M | Sell |
2,424
-143
| -6% | -$70.8K | 0.06% | 294 |
|
|
2024
Q4 | $1.26M | Sell |
2,567
-12
| -0.5% | -$5.91K | 0.08% | 256 |
|
|
2024
Q3 | $1.27M | Sell |
2,579
-118
| -4% | -$58K | 0.08% | 255 |
|
|
2024
Q2 | $1.2M | Buy |
2,697
+153
| +6% | +$68.1K | 0.08% | 225 |
|
|
2024
Q1 | $1.02M | Buy |
2,544
+68
| +3% | +$27.1K | 0.08% | 259 |
|
|
2023
Q4 | $835K | Sell |
2,476
-120
| -5% | -$40.5K | 0.07% | 249 |
|
|
2023
Q3 | $759K | Buy |
2,596
+213
| +9% | +$62.3K | 0.08% | 246 |
|
|
2023
Q2 | $815K | Sell |
2,383
-1,126
| -32% | -$385K | 0.09% | 221 |
|
|
2023
Q1 | $896K | Buy |
3,509
+564
| +19% | +$144K | 0.05% | 364 |
|
|
2022
Q4 | $781K | Buy |
2,945
+66
| +2% | +$17.5K | 0.05% | 387 |
|
|
2022
Q3 | $540K | Buy |
2,879
+1,983
| +221% | +$372K | 0.04% | 476 |
|
|
2022
Q2 | $180K | Sell |
896
-322
| -26% | -$64.7K | 0.01% | 866 |
|
|
2022
Q1 | $367K | Sell |
1,218
-587
| -33% | -$177K | 0.02% | 641 |
|
|
2021
Q4 | $649K | Buy |
1,805
+863
| +92% | +$310K | 0.04% | 442 |
|
|
2021
Q3 | $312K | Buy |
942
+234
| +33% | +$77.5K | 0.02% | 665 |
|
|
2021
Q2 | $217K | Buy |
708
+132
| +23% | +$40.5K | 0.02% | 807 |
|
|
2021
Q1 | $141K | Sell |
576
-621
| -52% | -$152K | 0.01% | 877 |
|
|
2020
Q4 | $326K | Sell |
1,197
-282
| -19% | -$76.8K | 0.03% | 530 |
|
|
2020
Q3 | $349K | Sell |
1,479
-3,468
| -70% | -$818K | 0.04% | 395 |
|
|
2020
Q2 | $941K | Buy |
4,947
+3,771
| +321% | +$717K | 0.12% | 182 |
|
|
2020
Q1 | $194K | Sell |
1,176
-489
| -29% | -$80.7K | 0.03% | 436 |
|
|
2019
Q4 | $328K | Sell |
1,665
-1,071
| -39% | -$211K | 0.04% | 425 |
|
|
2019
Q3 | $492K | Sell |
2,736
-354
| -11% | -$63.7K | 0.08% | 283 |
|
|
2019
Q2 | $540K | Buy |
3,090
+831
| +37% | +$145K | 0.11% | 210 |
|
|
2019
Q1 | $430K | Buy |
2,259
+957
| +74% | +$182K | 0.08% | 187 |
|
|
2018
Q4 | $208K | Sell |
1,302
-486
| -27% | -$77.6K | 0.05% | 339 |
|
|
2018
Q3 | $342K | Buy |
+1,788
| New | +$342K | 0.05% | 330 |
|