Bender Robert & Associates’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 | $39.9M | Sell |
73,397
-1,646
| -2% | -$894K | 8.9% | 3 |
|
|
2025
Q1 | $37.2M | Buy |
75,043
+2,382
| +3% | +$1.18M | 9.38% | 3 |
|
|
2024
Q4 | $37.9M | Sell |
72,661
-11,754
| -14% | -$6.14M | 9.15% | 3 |
|
|
2024
Q3 | $41.5M | Buy |
+84,415
| New | +$41.5M | 8.81% | 3 |
|
|
2024
Q2 | – | Sell |
-87,789
| Closed | -$35M | – | 22 |
|
|
2024
Q1 | $35M | Sell |
87,789
-1,115
| -1% | -$445K | 8.21% | 3 |
|
|
2023
Q4 | $30M | Sell |
88,904
-427
| -0.5% | -$144K | 7.56% | 3 |
|
|
2023
Q3 | $26.1M | Sell |
89,331
-1,009
| -1% | -$295K | 7.63% | 3 |
|
|
2023
Q2 | $30.9M | Sell |
90,340
-2,524
| -3% | -$863K | 8.53% | 3 |
|
|
2023
Q1 | $23.7M | Sell |
92,864
-694
| -0.7% | -$177K | 7.35% | 2 |
|
|
2022
Q4 | $24.8M | Sell |
93,558
-1,218
| -1% | -$323K | 9.28% | 2 |
|
|
2022
Q3 | $17.8M | Buy |
94,776
+536
| +0.6% | +$100K | 6.88% | 3 |
|
|
2022
Q2 | $18.9M | Sell |
94,240
-632
| -0.7% | -$127K | 7.23% | 2 |
|
|
2022
Q1 | $28.6M | Buy |
94,872
+63,161
| +199% | +$19.1M | 8.15% | 2 |
|
|
2021
Q4 | $31.5M | Sell |
31,711
-63,422
| -67% | -$63.1M | 9.1% | 2 |
|
|
2021
Q3 | $31.5M | Sell |
95,133
-1,170
| -1% | -$388K | 9.02% | 2 |
|
|
2021
Q2 | $29.5M | Sell |
96,303
-639
| -0.7% | -$196K | 8.39% | 2 |
|
|
2021
Q1 | $23.9M | Buy |
96,942
+1,767
| +2% | +$435K | 7.68% | 3 |
|
|
2020
Q4 | $26M | Sell |
95,175
-1,398
| -1% | -$381K | 8.26% | 2 |
|
|
2020
Q3 | $22.8M | Sell |
96,573
-1,431
| -1% | -$338K | 8.18% | 3 |
|
|
2020
Q2 | $18.6M | Sell |
98,004
-1,023
| -1% | -$194K | 7.36% | 4 |
|
|
2020
Q1 | $16.3M | Sell |
99,027
-864
| -0.9% | -$143K | 8.71% | 2 |
|
|
2019
Q4 | $19.7M | Sell |
99,891
-1,002
| -1% | -$197K | 8.88% | 2 |
|
|
2019
Q3 | $18.2M | Sell |
100,893
-579
| -0.6% | -$104K | 9.08% | 2 |
|
|
2019
Q2 | $17.8M | Sell |
101,472
-1,611
| -2% | -$283K | 8.47% | 2 |
|
|
2019
Q1 | $19.6M | Sell |
103,083
-921
| -0.9% | -$175K | 9.61% | 2 |
|
|
2018
Q4 | $16.6M | Sell |
104,004
-1,155
| -1% | -$184K | 9.59% | 2 |
|
|
2018
Q3 | $20.1M | Sell |
105,159
-315
| -0.3% | -$60.3K | 9.15% | 2 |
|
|
2018
Q2 | $16.8M | Sell |
105,474
-2,511
| -2% | -$400K | 8.82% | 2 |
|
|
2018
Q1 | $14.9M | Sell |
107,985
-5,106
| -5% | -$703K | 8.25% | 2 |
|
|
2017
Q4 | $13.8M | Sell |
113,091
-231,681
| -67% | -$28.2M | 7.62% | 2 |
|
|
2017
Q3 | $13.4M | Buy |
344,772
+225,135
| +188% | +$8.72M | 7.67% | 2 |
|
|
2017
Q2 | $12.4M | Sell |
119,637
-540
| -0.4% | -$56.1K | 7.63% | 2 |
|
|
2017
Q1 | $10.2M | Sell |
120,177
-2,457
| -2% | -$209K | 6.6% | 3 |
|
|
2016
Q4 | $8.64M | Sell |
122,634
-3,465
| -3% | -$244K | 6.12% | 3 |
|
|
2016
Q3 | $10.2M | Sell |
126,099
-2,817
| -2% | -$227K | 6.71% | 3 |
|
|
2016
Q2 | $9.47M | Sell |
128,916
-2,547
| -2% | -$187K | 6.69% | 2 |
|
|
2016
Q1 | $8.78M | Sell |
131,463
-5,454
| -4% | -$364K | 5.94% | 5 |
|
|
2015
Q4 | $8.31M | Sell |
136,917
-1,377
| -1% | -$83.6K | 5.32% | 5 |
|
|
2015
Q3 | $7.06M | Sell |
138,294
-3,168
| -2% | -$162K | 4.78% | 6 |
|
|
2015
Q2 | $7.62M | Sell |
141,462
-342
| -0.2% | -$18.4K | 4.52% | 6 |
|
|
2015
Q1 | $7.96M | Sell |
141,804
-18
| -0% | -$1.01K | 4.64% | 6 |
|
|
2014
Q4 | $8.34M | Sell |
141,822
-1,314
| -0.9% | -$77.2K | 5.46% | 5 |
|
|
2014
Q3 | $7.35M | Sell |
143,136
-1,044
| -0.7% | -$53.6K | 5.11% | 5 |
|
|
2014
Q2 | $6.6M | Sell |
144,180
-873
| -0.6% | -$39.9K | 4.67% | 7 |
|
|
2014
Q1 | $7.06K | Sell |
145,053
-3,006
| -2% | -$146 | 4.73% | 7 |
|
|
2013
Q4 | $6.32M | Sell |
148,059
-882
| -0.6% | -$37.6K | 4.75% | 7 |
|
|
2013
Q3 | $6.23M | Sell |
148,941
-918
| -0.6% | -$38.4K | 4.88% | 6 |
|
|
2013
Q2 | $8.43M | Buy |
+149,859
| New | +$8.43M | 7.24% | 2 |
|