Capital Investment Advisory Services’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 | $350K | Buy |
645
+18
| +3% | +$9.78K | 0.03% | 418 |
|
|
2025
Q1 | $311K | Buy |
627
+190
| +43% | +$94.1K | 0.03% | 427 |
|
|
2024
Q4 | $228K | Sell |
437
-30
| -6% | -$15.7K | 0.02% | 466 |
|
|
2024
Q3 | $229K | Buy |
+467
| New | +$229K | 0.02% | 470 |
|
|
2022
Q4 | – | Sell |
-1,242
| Closed | -$233K | – | 843 |
|
|
2022
Q3 | $233K | Sell |
1,242
-13
| -1% | -$2.44K | 0.03% | 400 |
|
|
2022
Q2 | $252K | Buy |
1,255
+14
| +1% | +$2.81K | 0.03% | 397 |
|
|
2022
Q1 | $374K | Sell |
1,241
-7
| -0.6% | -$2.11K | 0.04% | 345 |
|
|
2021
Q4 | $448K | Buy |
1,248
+78
| +7% | +$28K | 0.05% | 296 |
|
|
2021
Q3 | $388K | Buy |
1,170
+60
| +5% | +$19.9K | 0.05% | 309 |
|
|
2021
Q2 | $340K | Hold |
1,110
| – | – | 0.04% | 340 |
|
|
2021
Q1 | $273K | Hold |
1,110
| – | – | 0.04% | 354 |
|
|
2020
Q4 | $303K | Buy |
1,110
+150
| +16% | +$40.9K | 0.05% | 332 |
|
|
2020
Q3 | $227K | Sell |
960
-150
| -14% | -$35.5K | 0.04% | 328 |
|
|
2020
Q2 | $211K | Buy |
+1,110
| New | +$211K | 0.04% | 304 |
|
|
2019
Q4 | – | Sell |
-987
| Closed | -$178K | – | 911 |
|
|
2019
Q3 | $178K | Buy |
987
+60
| +6% | +$10.8K | 0.05% | 289 |
|
|
2019
Q2 | $165K | Buy |
927
+27
| +3% | +$4.81K | 0.05% | 307 |
|
|
2019
Q1 | $171K | Hold |
900
| – | – | 0.06% | 241 |
|
|
2018
Q4 | $144K | Buy |
+900
| New | +$144K | 0.06% | 239 |
|