CAPTRUST Financial Advisors’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 | $15.1M | Buy |
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|
2025
Q1 | $13.7M | Buy |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $12.8M | Sell |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $14.9M | Sell |
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|
2023
Q4 | $14.1M | Buy |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $6.02M | Buy |
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|
2022
Q4 | $5.8M | Buy |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $6.76M | Buy |
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|
2021
Q3 | $5.51M | Buy |
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|
2021
Q2 | $4.81M | Sell |
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|
2021
Q1 | $5.02M | Buy |
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|
2020
Q4 | $5.17M | Sell |
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|
2020
Q3 | $30.2M | Sell |
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|
2020
Q2 | $29M | Buy |
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|
2020
Q1 | $18.1M | Buy |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $81K | Buy |
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|
2019
Q2 | $62K | Buy |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $40K | Buy |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $3K | Buy |
|