Chicago Partners Investment Group’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 | $1.32M | Buy |
2,628
+252
| +11% | +$126K | 0.04% | 338 |
|
|
2025
Q1 | $1.27M | Sell |
2,376
-20
| -0.8% | -$10.7K | 0.04% | 318 |
|
|
2024
Q4 | $1.3M | Sell |
2,396
-65
| -3% | -$35.4K | 0.04% | 299 |
|
|
2024
Q3 | $1.26M | Buy |
2,461
+33
| +1% | +$16.9K | 0.05% | 293 |
|
|
2024
Q2 | $1.05M | Sell |
2,428
-127
| -5% | -$55K | 0.04% | 309 |
|
|
2024
Q1 | $963K | Buy |
2,555
+162
| +7% | +$61.1K | 0.04% | 323 |
|
|
2023
Q4 | $886K | Sell |
2,393
-39
| -2% | -$14.4K | 0.04% | 324 |
|
|
2023
Q3 | $663K | Sell |
2,432
-175
| -7% | -$47.7K | 0.04% | 344 |
|
|
2023
Q2 | $818K | Sell |
2,607
-551
| -17% | -$173K | 0.04% | 321 |
|
|
2023
Q1 | $949K | Buy |
3,158
+423
| +15% | +$127K | 0.06% | 271 |
|
|
2022
Q4 | $692K | Sell |
2,735
-308
| -10% | -$77.9K | 0.04% | 313 |
|
|
2022
Q3 | $737K | Buy |
3,043
+14
| +0.5% | +$3.39K | 0.05% | 277 |
|
|
2022
Q2 | $697K | Sell |
3,029
-40
| -1% | -$9.2K | 0.05% | 278 |
|
|
2022
Q1 | $661K | Buy |
3,069
+396
| +15% | +$85.3K | 0.05% | 261 |
|
|
2021
Q4 | $751K | Sell |
2,673
-5,481
| -67% | -$1.54M | 0.05% | 267 |
|
|
2021
Q3 | $953K | Buy |
8,154
+5,184
| +175% | +$606K | 0.07% | 231 |
|
|
2021
Q2 | $956K | Sell |
2,970
-42
| -1% | -$13.5K | 0.07% | 224 |
|
|
2021
Q1 | $869K | Buy |
3,012
+264
| +10% | +$76.2K | 0.07% | 220 |
|
|
2020
Q4 | $682K | Buy |
2,748
+684
| +33% | +$170K | 0.06% | 226 |
|
|
2020
Q3 | $469K | Buy |
2,064
+132
| +7% | +$30K | 0.06% | 248 |
|
|
2020
Q2 | $441K | Buy |
1,932
+495
| +34% | +$113K | 0.06% | 233 |
|
|
2020
Q1 | $252K | Buy |
+1,437
| New | +$252K | 0.04% | 282 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$72K | – | 620 |
|
|
2018
Q3 | $72K | Sell |
450
-9
| -2% | -$1.44K | 0.01% | 467 |
|
|
2018
Q2 | $73K | Buy |
459
+93
| +25% | +$14.8K | 0.01% | 428 |
|
|
2018
Q1 | $50K | Sell |
366
-30
| -8% | -$4.1K | 0.01% | 443 |
|
|
2017
Q4 | $48K | Hold |
396
| – | – | 0.01% | 457 |
|
|
2017
Q3 | $46K | Sell |
396
-54
| -12% | -$6.27K | 0.01% | 449 |
|
|
2017
Q2 | $42K | Buy |
+450
| New | +$42K | 0.01% | 410 |
|
|
2015
Q1 | – | Sell |
-117
| Closed | -$7K | – | 507 |
|
|
2014
Q4 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 406 |
|