Checchi Capital Advisers’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 | $1.65M | Buy |
3,044
+68
| +2% | +$37K | 0.09% | 139 |
|
|
2025
Q1 | $1.47M | Buy |
2,976
+38
| +1% | +$18.8K | 0.08% | 158 |
|
|
2024
Q4 | $1.53M | Buy |
2,938
+15
| +0.5% | +$7.83K | 0.09% | 140 |
|
|
2024
Q3 | $1.44M | Buy |
2,923
+24
| +0.8% | +$11.8K | 0.08% | 149 |
|
|
2024
Q2 | $1.29M | Buy |
2,899
+1
| +0% | +$445 | 0.06% | 155 |
|
|
2024
Q1 | $1.16M | Buy |
2,898
+23
| +0.8% | +$9.18K | 0.09% | 177 |
|
|
2023
Q4 | $970K | Buy |
2,875
+70
| +2% | +$23.6K | 0.08% | 189 |
|
|
2023
Q3 | $820K | Sell |
2,805
-92
| -3% | -$26.9K | 0.08% | 198 |
|
|
2023
Q2 | $991K | Sell |
2,897
-20
| -0.7% | -$6.84K | 0.09% | 178 |
|
|
2023
Q1 | $745K | Sell |
2,917
-76
| -3% | -$19.4K | 0.07% | 204 |
|
|
2022
Q4 | $794K | Sell |
2,993
-152
| -5% | -$40.3K | 0.08% | 186 |
|
|
2022
Q3 | $589K | Sell |
3,145
-21
| -0.7% | -$3.93K | 0.06% | 232 |
|
|
2022
Q2 | $729K | Buy |
3,166
+282
| +10% | +$64.9K | 0.06% | 209 |
|
|
2022
Q1 | $870K | Sell |
2,884
-27
| -0.9% | -$8.15K | 0.07% | 172 |
|
|
2021
Q4 | $1.05M | Buy |
2,911
+13
| +0.4% | +$4.67K | 0.09% | 143 |
|
|
2021
Q3 | $960K | Sell |
2,898
-141
| -5% | -$46.7K | 0.1% | 140 |
|
|
2021
Q2 | $932K | Sell |
3,039
-69
| -2% | -$21.2K | 0.09% | 146 |
|
|
2021
Q1 | $766K | Sell |
3,108
-57
| -2% | -$14K | 0.08% | 166 |
|
|
2020
Q4 | $863K | Sell |
3,165
-189
| -6% | -$51.5K | 0.09% | 141 |
|
|
2020
Q3 | $793K | Buy |
3,354
+174
| +5% | +$41.1K | 0.09% | 132 |
|
|
2020
Q2 | $604K | Buy |
3,180
+87
| +3% | +$16.5K | 0.07% | 170 |
|
|
2020
Q1 | $509K | Sell |
3,093
-462
| -13% | -$76K | 0.05% | 158 |
|
|
2019
Q4 | $701K | Buy |
3,555
+9
| +0.3% | +$1.78K | 0.09% | 143 |
|
|
2019
Q3 | $638K | Sell |
3,546
-24
| -0.7% | -$4.32K | 0.08% | 150 |
|
|
2019
Q2 | $624K | Buy |
3,570
+243
| +7% | +$42.5K | 0.08% | 156 |
|
|
2019
Q1 | $633K | Sell |
3,327
-75
| -2% | -$14.3K | 0.07% | 145 |
|
|
2018
Q4 | $543K | Sell |
3,402
-384
| -10% | -$61.3K | 0.07% | 150 |
|
|
2018
Q3 | $724K | Sell |
3,786
-15
| -0.4% | -$2.87K | 0.08% | 147 |
|
|
2018
Q2 | $606K | Buy |
3,801
+75
| +2% | +$12K | 0.08% | 158 |
|
|
2018
Q1 | $513K | Sell |
3,726
-333
| -8% | -$45.8K | 0.07% | 179 |
|
|
2017
Q4 | $494K | Buy |
4,059
+531
| +15% | +$64.6K | 0.07% | 187 |
|
|
2017
Q3 | $410K | Sell |
3,528
-279
| -7% | -$32.4K | 0.04% | 200 |
|
|
2017
Q2 | $396K | Sell |
3,807
-288
| -7% | -$30K | 0.04% | 209 |
|
|
2017
Q1 | $349K | Buy |
4,095
+432
| +12% | +$36.8K | 0.04% | 235 |
|
|
2016
Q4 | $258K | Sell |
3,663
-207
| -5% | -$14.6K | 0.03% | 297 |
|
|
2016
Q3 | $312K | Buy |
3,870
+342
| +10% | +$27.6K | 0.04% | 237 |
|
|
2016
Q2 | $259K | Buy |
3,528
+153
| +5% | +$11.2K | 0.03% | 261 |
|
|
2016
Q1 | $225K | Hold |
3,375
| – | – | 0.05% | 299 |
|
|
2015
Q4 | $205K | Buy |
+3,375
| New | +$205K | 0.05% | 316 |
|