Chicago Partners Investment Group’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
Q3 | $1.53M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $963K | Buy |
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|
2023
Q4 | $886K | Sell |
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|
2023
Q3 | $663K | Sell |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $949K | Buy |
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|
2022
Q4 | $692K | Sell |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $751K | Sell |
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|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $956K | Sell |
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|
2021
Q1 | $869K | Buy |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $469K | Buy |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $72K | Sell |
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|
2018
Q2 | $73K | Buy |
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|
2018
Q1 | $50K | Sell |
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|
2017
Q4 | $48K | Hold |
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|
2017
Q3 | $46K | Sell |
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|
2017
Q2 | $42K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7K | Buy |
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