Capital Analysts 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 | $242K | Buy |
445
+18
| +4% | +$9.79K | 0.01% | 513 |
|
|
2025
Q1 | $212K | Buy |
427
+46
| +12% | +$22.8K | 0.01% | 526 |
|
|
2024
Q4 | $199K | Buy |
381
+31
| +9% | +$16.2K | 0.01% | 489 |
|
|
2024
Q3 | $172K | Buy |
350
+78
| +29% | +$38.3K | 0.01% | 495 |
|
|
2024
Q2 | $121K | Buy |
272
+10
| +4% | +$4.45K | 0.01% | 534 |
|
|
2024
Q1 | $105K | Buy |
262
+212
| +424% | +$85K | ﹤0.01% | 538 |
|
|
2023
Q4 | $17K | Sell |
50
-3
| -6% | -$1.02K | ﹤0.01% | 833 |
|
|
2023
Q3 | $16K | Buy |
+53
| New | +$16K | ﹤0.01% | 810 |
|
|
2021
Q2 | – | Sell |
-9
| Closed | -$2K | – | 1013 |
|
|
2021
Q1 | $2K | Sell |
9
-75
| -89% | -$16.7K | ﹤0.01% | 968 |
|
|
2020
Q4 | $23K | Sell |
84
-75
| -47% | -$20.5K | ﹤0.01% | 497 |
|
|
2020
Q3 | $38K | Buy |
159
+150
| +1,667% | +$35.8K | ﹤0.01% | 438 |
|
|
2020
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 662 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 661 |
|
|
2019
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 670 |
|
|
2019
Q3 | $1K | Sell |
9
-9
| -50% | -$1K | ﹤0.01% | 672 |
|
|
2019
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 610 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$14K | – | 587 |
|
|
2018
Q2 | $14K | Hold |
90
| – | – | ﹤0.01% | 436 |
|
|
2018
Q1 | $12K | Buy |
+90
| New | +$12K | ﹤0.01% | 435 |
|