Cambridge Investment Research Advisors’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 | $21.6M | Buy |
39,701
+6,954
| +21% | +$3.78M | 0.07% | 293 |
|
2025
Q1 | $16.2M | Buy |
32,747
+1,480
| +5% | +$733K | 0.05% | 348 |
|
2024
Q4 | $16.3M | Buy |
31,267
+1,950
| +7% | +$1.02M | 0.05% | 327 |
|
2024
Q3 | $14.4M | Buy |
29,317
+2,951
| +11% | +$1.45M | 0.05% | 379 |
|
2024
Q2 | $11.7M | Sell |
26,366
-6,567
| -20% | -$2.92M | 0.04% | 411 |
|
2024
Q1 | $13.1M | Buy |
32,933
+6,570
| +25% | +$2.62M | 0.05% | 359 |
|
2023
Q4 | $8.89M | Sell |
26,363
-932
| -3% | -$314K | 0.04% | 451 |
|
2023
Q3 | $7.98M | Buy |
27,295
+3,589
| +15% | +$1.05M | 0.04% | 448 |
|
2023
Q2 | $8.11M | Sell |
23,706
-3,362
| -12% | -$1.15M | 0.04% | 451 |
|
2023
Q1 | $6.92M | Sell |
27,068
-332
| -1% | -$84.8K | 0.03% | 482 |
|
2022
Q4 | $7.27M | Sell |
27,400
-10,486
| -28% | -$2.78M | 0.04% | 455 |
|
2022
Q3 | $7.1M | Buy |
37,886
+223
| +0.6% | +$41.8K | 0.04% | 424 |
|
2022
Q2 | $7.56M | Buy |
37,663
+1,619
| +4% | +$325K | 0.04% | 422 |
|
2022
Q1 | $10.9M | Sell |
36,044
-1,486
| -4% | -$448K | 0.05% | 350 |
|
2021
Q4 | $13.5M | Buy |
37,530
+1,968
| +6% | +$707K | 0.06% | 292 |
|
2021
Q3 | $11.8M | Sell |
35,562
-1,521
| -4% | -$504K | 0.06% | 317 |
|
2021
Q2 | $11.4M | Buy |
37,083
+882
| +2% | +$270K | 0.05% | 330 |
|
2021
Q1 | $8.92M | Buy |
36,201
+3,414
| +10% | +$841K | 0.05% | 364 |
|
2020
Q4 | $8.94M | Buy |
32,787
+669
| +2% | +$182K | 0.05% | 331 |
|
2020
Q3 | $7.6M | Sell |
32,118
-3,975
| -11% | -$940K | 0.05% | 341 |
|
2020
Q2 | $6.86M | Buy |
36,093
+3,021
| +9% | +$574K | 0.05% | 339 |
|
2020
Q1 | $5.46M | Buy |
33,072
+8,085
| +32% | +$1.33M | 0.05% | 341 |
|
2019
Q4 | $4.92M | Sell |
24,987
-2,253
| -8% | -$444K | 0.04% | 473 |
|
2019
Q3 | $4.9M | Buy |
27,240
+1,719
| +7% | +$309K | 0.04% | 414 |
|
2019
Q2 | $4.46M | Buy |
25,521
+2,874
| +13% | +$502K | 0.04% | 430 |
|
2019
Q1 | $4.31M | Buy |
22,647
+420
| +2% | +$79.9K | 0.04% | 416 |
|
2018
Q4 | $3.55M | Buy |
22,227
+6,342
| +40% | +$1.01M | 0.04% | 436 |
|
2018
Q3 | $3.04M | Buy |
15,885
+2,571
| +19% | +$492K | 0.03% | 520 |
|
2018
Q2 | $2.12M | Sell |
13,314
-354
| -3% | -$56.4K | 0.02% | 629 |
|
2018
Q1 | $1.88M | Buy |
13,668
+2,373
| +21% | +$327K | 0.02% | 645 |
|
2017
Q4 | $1.37M | Buy |
11,295
+711
| +7% | +$86.5K | 0.02% | 753 |
|
2017
Q3 | $1.23M | Buy |
10,584
+1,188
| +13% | +$138K | 0.02% | 740 |
|
2017
Q2 | $977K | Sell |
9,396
-7,821
| -45% | -$813K | 0.01% | 821 |
|
2017
Q1 | $1.47M | Sell |
17,217
-270
| -2% | -$23K | 0.03% | 569 |
|
2016
Q4 | $1.23M | Buy |
17,487
+3,186
| +22% | +$224K | 0.02% | 588 |
|
2016
Q3 | $1.15M | Buy |
14,301
+963
| +7% | +$77.6K | 0.02% | 622 |
|
2016
Q2 | $980K | Buy |
13,338
+6,984
| +110% | +$513K | 0.02% | 604 |
|
2016
Q1 | $424K | Sell |
6,354
-1,809
| -22% | -$121K | 0.01% | 981 |
|
2015
Q4 | $495K | Buy |
8,163
+1,962
| +32% | +$119K | 0.01% | 853 |
|
2015
Q3 | $317K | Buy |
6,201
+135
| +2% | +$6.9K | 0.01% | 998 |
|
2015
Q2 | $327K | Sell |
6,066
-918
| -13% | -$49.5K | 0.01% | 1018 |
|
2015
Q1 | $392K | Sell |
6,984
-297
| -4% | -$16.7K | 0.01% | 921 |
|
2014
Q4 | $428K | Sell |
7,281
-216
| -3% | -$12.7K | 0.01% | 856 |
|
2014
Q3 | $385K | Buy |
7,497
+387
| +5% | +$19.9K | 0.01% | 946 |
|
2014
Q2 | $325K | Sell |
7,110
-10,809
| -60% | -$494K | 0.01% | 976 |
|
2014
Q1 | $872K | Buy |
17,919
+11,880
| +197% | +$578K | 0.03% | 472 |
|
2013
Q4 | $258K | Sell |
6,039
-702
| -10% | -$30K | 0.01% | 952 |
|
2013
Q3 | $282K | Sell |
6,741
-1,287
| -16% | -$53.8K | 0.01% | 862 |
|
2013
Q2 | $451K | Buy |
+8,028
| New | +$451K | 0.02% | 587 |
|