Capital Advisors Inc’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.7M | Buy |
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|
2025
Q1 | $60.5M | Sell |
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|
2024
Q4 | $67.7M | Buy |
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|
2024
Q3 | $62.8M | Buy |
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|
2024
Q2 | $54M | Buy |
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|
2024
Q1 | $44.7M | Buy |
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|
2023
Q4 | $34.9M | Buy |
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|
2023
Q3 | $29.8M | Buy |
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|
2023
Q2 | $31.8M | Buy |
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|
2023
Q1 | $23M | Buy |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $15.9M | Buy |
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|
2022
Q2 | $16.3M | Buy |
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|
2022
Q1 | $19.3M | Buy |
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|
2021
Q4 | $22.5M | Buy |
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|
2021
Q3 | $20.1M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $14M | Buy |
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|
2020
Q4 | $14.5M | Buy |
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|
2020
Q3 | $11.7M | Buy |
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|
2020
Q2 | $11.2M | Buy |
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|
2020
Q1 | $7.07M | Buy |
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|
2019
Q4 | $6.99M | Buy |
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|
2019
Q3 | $4.53M | Hold |
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|
2019
Q2 | $4.53M | Buy |
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|
2019
Q1 | $1.98M | Sell |
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|
2018
Q4 | $3.5M | Buy |
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