CA
Cambridge Advisors’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $825K | Hold |
1,518
| – | – | 0.17% | 85 |
|
2025
Q1 | $752K | Hold |
1,518
| – | – | 0.16% | 91 |
|
2024
Q4 | $792K | Buy |
1,518
+40
| +3% | +$20.9K | 0.18% | 85 |
|
2024
Q3 | $726K | Hold |
1,478
| – | – | 0.16% | 95 |
|
2024
Q2 | $657K | Hold |
1,478
| – | – | 0.15% | 95 |
|
2024
Q1 | $590K | Hold |
1,478
| – | – | 0.14% | 109 |
|
2023
Q4 | $499K | Hold |
1,478
| – | – | 0.13% | 111 |
|
2023
Q3 | $432K | Hold |
1,478
| – | – | 0.12% | 114 |
|
2023
Q2 | $505K | Sell |
1,478
-91
| -6% | -$31.1K | 0.13% | 108 |
|
2023
Q1 | $401K | Hold |
1,569
| – | – | 0.1% | 131 |
|
2022
Q4 | $416K | Hold |
1,569
| – | – | 0.11% | 123 |
|
2022
Q3 | $294K | Hold |
1,569
| – | – | 0.08% | 138 |
|
2022
Q2 | $315K | Hold |
1,569
| – | – | 0.09% | 142 |
|
2022
Q1 | $473K | Hold |
1,569
| – | – | 0.11% | 125 |
|
2021
Q4 | $564K | Buy |
1,569
+1,046
| +200% | +$376K | 0.13% | 116 |
|
2021
Q3 | $520K | Buy |
523
+47
| +10% | +$46.7K | 0.13% | 117 |
|
2021
Q2 | $438K | Hold |
476
| – | – | 0.11% | 120 |
|
2021
Q1 | $352K | Hold |
476
| – | – | 0.09% | 134 |
|
2020
Q4 | $389K | Sell |
476
-5
| -1% | -$4.09K | 0.1% | 113 |
|
2020
Q3 | $341K | Hold |
481
| – | – | 0.1% | 117 |
|
2020
Q2 | $274K | Hold |
481
| – | – | 0.09% | 124 |
|
2020
Q1 | $238K | Hold |
481
| – | – | 0.09% | 123 |
|
2019
Q4 | $284K | Hold |
481
| – | – | 0.09% | 126 |
|
2019
Q3 | $260K | Hold |
481
| – | – | 0.09% | 115 |
|
2019
Q2 | $252K | Hold |
481
| – | – | 0.08% | 119 |
|
2019
Q1 | $274K | Sell |
481
-5
| -1% | -$2.85K | 0.09% | 116 |
|
2018
Q4 | $233K | Hold |
486
| – | – | 0.09% | 120 |
|
2018
Q3 | $279K | Hold |
486
| – | – | 0.09% | 117 |
|
2018
Q2 | $233K | Hold |
486
| – | – | 0.08% | 126 |
|
2018
Q1 | $201K | Buy |
+486
| New | +$201K | 0.07% | 141 |
|
2017
Q3 | – | Sell |
-273
| Closed | -$255K | – | 140 |
|
2017
Q2 | $255K | Hold |
273
| – | – | 0.1% | 115 |
|
2017
Q1 | $209K | Buy |
+273
| New | +$209K | 0.09% | 123 |
|