Brighton Jones LLC’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 | $2.74M | Buy |
5,047
+1,260
| +33% | +$685K | 0.07% | 151 |
|
|
2025
Q1 | $1.88M | Buy |
3,787
+115
| +3% | +$57K | 0.06% | 176 |
|
|
2024
Q4 | $1.92M | Buy |
3,672
+731
| +25% | +$382K | 0.06% | 172 |
|
|
2024
Q3 | $1.45M | Sell |
2,941
-6,217
| -68% | -$3.05M | 0.05% | 170 |
|
|
2024
Q2 | $4.07M | Sell |
9,158
-156
| -2% | -$69.4K | 0.13% | 86 |
|
|
2024
Q1 | $3.72M | Buy |
9,314
+457
| +5% | +$182K | 0.13% | 87 |
|
|
2023
Q4 | $2.99M | Sell |
8,857
-24
| -0.3% | -$8.1K | 0.13% | 95 |
|
|
2023
Q3 | $2.6M | Buy |
8,881
+79
| +0.9% | +$23.1K | 0.13% | 92 |
|
|
2023
Q2 | $3.01M | Sell |
8,802
-143
| -2% | -$48.9K | 0.15% | 88 |
|
|
2023
Q1 | $2.29M | Buy |
8,945
+5,197
| +139% | +$1.33M | 0.13% | 97 |
|
|
2022
Q4 | $995K | Buy |
3,748
+214
| +6% | +$56.8K | 0.06% | 167 |
|
|
2022
Q3 | $662K | Buy |
3,534
+133
| +4% | +$24.9K | 0.04% | 203 |
|
|
2022
Q2 | $683K | Sell |
3,401
-15
| -0.4% | -$3.01K | 0.04% | 198 |
|
|
2022
Q1 | $1.03M | Buy |
3,416
+79
| +2% | +$23.8K | 0.05% | 170 |
|
|
2021
Q4 | $1.2M | Buy |
3,337
+34
| +1% | +$12.2K | 0.06% | 147 |
|
|
2021
Q3 | $1.1M | Buy |
3,303
+111
| +3% | +$36.8K | 0.06% | 151 |
|
|
2021
Q2 | $978K | Buy |
3,192
+9
| +0.3% | +$2.76K | 0.05% | 160 |
|
|
2021
Q1 | $784K | Buy |
3,183
+12
| +0.4% | +$2.96K | 0.05% | 177 |
|
|
2020
Q4 | $865K | Sell |
3,171
-33
| -1% | -$9K | 0.05% | 153 |
|
|
2020
Q3 | $758K | Buy |
3,204
+183
| +6% | +$43.3K | 0.05% | 146 |
|
|
2020
Q2 | $574K | Sell |
3,021
-465
| -13% | -$88.4K | 0.05% | 160 |
|
|
2020
Q1 | $575K | Sell |
3,486
-9
| -0.3% | -$1.49K | 0.06% | 149 |
|
|
2019
Q4 | $689K | Sell |
3,495
-57
| -2% | -$11.2K | 0.07% | 150 |
|
|
2019
Q3 | $639K | Buy |
3,552
+252
| +8% | +$45.3K | 0.07% | 145 |
|
|
2019
Q2 | $577K | Hold |
3,300
| – | – | 0.07% | 156 |
|
|
2019
Q1 | $628K | Sell |
3,300
-258
| -7% | -$49.1K | 0.08% | 147 |
|
|
2018
Q4 | $568K | Sell |
3,558
-132
| -4% | -$21.1K | 0.08% | 128 |
|
|
2018
Q3 | $706K | Sell |
3,690
-5,130
| -58% | -$982K | 0.09% | 121 |
|
|
2018
Q2 | $1.41M | Buy |
8,820
+1,251
| +17% | +$200K | 0.18% | 73 |
|
|
2018
Q1 | $1.04M | Sell |
7,569
-6
| -0.1% | -$826 | 0.14% | 85 |
|
|
2017
Q4 | $921K | Sell |
7,575
-39
| -0.5% | -$4.74K | 0.11% | 98 |
|
|
2017
Q3 | $885K | Hold |
7,614
| – | – | 0.11% | 101 |
|
|
2017
Q2 | $791K | Buy |
+7,614
| New | +$791K | 0.11% | 101 |
|
|
2015
Q3 | – | Sell |
-8,658
| Closed | -$466K | – | 203 |
|
|
2015
Q2 | $466K | Buy |
8,658
+450
| +5% | +$24.2K | 0.11% | 99 |
|
|
2015
Q1 | $461K | Sell |
8,208
-180
| -2% | -$10.1K | 0.1% | 98 |
|
|
2014
Q4 | $493K | Sell |
8,388
-270
| -3% | -$15.9K | 0.11% | 104 |
|
|
2014
Q3 | $444K | Buy |
+8,658
| New | +$444K | 0.1% | 114 |
|
|
2013
Q3 | – | Sell |
-3,708
| Closed | -$209K | – | 174 |
|
|
2013
Q2 | $209K | Buy |
+3,708
| New | +$209K | 0.06% | 107 |
|