Cerity Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.4M | Buy |
164,538
+3,604
| +2% | +$1.96M | 0.16% | 135 |
|
|
2025
Q1 | $79.7M | Sell |
160,934
-1,463
| -0.9% | -$725K | 0.16% | 130 |
|
|
2024
Q4 | $84.2M | Buy |
162,397
+23,222
| +17% | +$12M | 0.18% | 116 |
|
|
2024
Q3 | $68.4M | Buy |
139,175
+13,188
| +10% | +$6.48M | 0.15% | 144 |
|
|
2024
Q2 | $56M | Sell |
125,987
-2,697
| -2% | -$1.2M | 0.15% | 143 |
|
|
2024
Q1 | $51.3M | Buy |
128,684
+22,485
| +21% | +$8.97M | 0.14% | 154 |
|
|
2023
Q4 | $35.8M | Buy |
106,199
+13,325
| +14% | +$4.5M | 0.12% | 165 |
|
|
2023
Q3 | $27.1M | Sell |
92,874
-10,463
| -10% | -$3.06M | 0.13% | 158 |
|
|
2023
Q2 | $35.3M | Buy |
103,337
+2,546
| +3% | +$871K | 0.14% | 146 |
|
|
2023
Q1 | $29.5M | Sell |
100,791
-7,930
| -7% | -$2.32M | 0.07% | 190 |
|
|
2022
Q4 | $28.8M | Buy |
108,721
+100,564
| +1,233% | +$26.7M | 0.18% | 122 |
|
|
2022
Q3 | $1.53M | Buy |
8,157
+1,638
| +25% | +$307K | 0.02% | 425 |
|
|
2022
Q2 | $1.31M | Buy |
6,519
+2,649
| +68% | +$532K | 0.01% | 496 |
|
|
2022
Q1 | $1.17M | Sell |
3,870
-1,624
| -30% | -$491K | 0.02% | 418 |
|
|
2021
Q4 | $1.96M | Buy |
5,494
+4,635
| +540% | +$1.65M | 0.03% | 323 |
|
|
2021
Q3 | $854K | Buy |
859
+18
| +2% | +$17.9K | 0.02% | 381 |
|
|
2021
Q2 | $773K | Buy |
841
+15
| +2% | +$13.8K | 0.02% | 402 |
|
|
2021
Q1 | $610K | Sell |
826
-55
| -6% | -$40.6K | 0.01% | 412 |
|
|
2020
Q4 | $721K | Buy |
881
+96
| +12% | +$78.6K | 0.02% | 350 |
|
|
2020
Q3 | $557K | Buy |
785
+241
| +44% | +$171K | 0.02% | 310 |
|
|
2020
Q2 | $310K | Buy |
544
+16
| +3% | +$9.12K | 0.02% | 349 |
|
|
2020
Q1 | $261K | Sell |
528
-61
| -10% | -$30.2K | 0.02% | 366 |
|
|
2019
Q4 | $348K | Sell |
589
-190
| -24% | -$112K | 0.02% | 401 |
|
|
2019
Q3 | $421K | Buy |
779
+183
| +31% | +$98.9K | 0.02% | 338 |
|
|
2019
Q2 | $313K | Sell |
596
-560
| -48% | -$294K | 0.02% | 390 |
|
|
2019
Q1 | $660K | Buy |
1,156
+483
| +72% | +$276K | 0.04% | 291 |
|
|
2018
Q4 | $322K | Buy |
673
+24
| +4% | +$11.5K | 0.02% | 391 |
|
|
2018
Q3 | $373K | Buy |
649
+174
| +37% | +$100K | 0.03% | 379 |
|
|
2018
Q2 | $227K | Buy |
+475
| New | +$227K | 0.02% | 488 |
|