Cetera Investment Advisers’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Sell |
74,498
-2,804
| -4% | -$1.52M | 0.07% | 290 |
|
|
2025
Q1 | $38.3M | Buy |
77,302
+10,100
| +15% | +$5M | 0.07% | 278 |
|
|
2024
Q4 | $35.1M | Buy |
67,202
+3,440
| +5% | +$1.8M | 0.07% | 273 |
|
|
2024
Q3 | $31.3M | Sell |
63,762
-1,262
| -2% | -$620K | 0.07% | 295 |
|
|
2024
Q2 | $28.9M | Sell |
65,024
-2,595
| -4% | -$1.15M | 0.07% | 292 |
|
|
2024
Q1 | $27M | Buy |
67,619
+44,370
| +191% | +$17.7M | 0.06% | 300 |
|
|
2023
Q4 | $7.84M | Buy |
23,249
+886
| +4% | +$299K | 0.06% | 291 |
|
|
2023
Q3 | $6.54M | Buy |
22,363
+288
| +1% | +$84.2K | 0.06% | 333 |
|
|
2023
Q2 | $7.55M | Buy |
22,075
+670
| +3% | +$229K | 0.06% | 287 |
|
|
2023
Q1 | $5.47M | Sell |
21,405
-1,570
| -7% | -$401K | 0.05% | 366 |
|
|
2022
Q4 | $6.1M | Buy |
22,975
+10,714
| +87% | +$2.84M | 0.06% | 325 |
|
|
2022
Q3 | $2.3M | Buy |
12,261
+211
| +2% | +$39.5K | 0.05% | 414 |
|
|
2022
Q2 | $2.42M | Sell |
12,050
-86
| -0.7% | -$17.3K | 0.04% | 463 |
|
|
2022
Q1 | $3.66M | Sell |
12,136
-790
| -6% | -$238K | 0.05% | 364 |
|
|
2021
Q4 | $4.64M | Buy |
12,926
+8,695
| +206% | +$3.12M | 0.07% | 295 |
|
|
2021
Q3 | $4.21M | Sell |
4,231
-103
| -2% | -$102K | 0.07% | 299 |
|
|
2021
Q2 | $3.99M | Buy |
4,334
+2,071
| +92% | +$1.9M | 0.06% | 319 |
|
|
2021
Q1 | $1.67M | Sell |
2,263
-2,165
| -49% | -$1.6M | 0.03% | 475 |
|
|
2020
Q4 | $3.62M | Buy |
4,428
+3,841
| +654% | +$3.14M | 0.07% | 291 |
|
|
2020
Q3 | $417K | Sell |
587
-215
| -27% | -$153K | 0.03% | 420 |
|
|
2020
Q2 | $457K | Buy |
802
+20
| +3% | +$11.4K | 0.04% | 374 |
|
|
2020
Q1 | $387K | Buy |
+782
| New | +$387K | 0.05% | 350 |
|
|
2019
Q3 | – | Sell |
-456
| Closed | -$239K | – | 556 |
|
|
2019
Q2 | $239K | Sell |
456
-188
| -29% | -$98.5K | 0.03% | 440 |
|
|
2019
Q1 | $370K | Buy |
+644
| New | +$370K | 0.05% | 330 |
|
|
2018
Q4 | – | Sell |
-435
| Closed | -$250K | – | 482 |
|
|
2018
Q3 | $250K | Sell |
435
-34
| -7% | -$19.5K | 0.04% | 408 |
|
|
2018
Q2 | $223K | Buy |
+469
| New | +$223K | 0.04% | 376 |
|