CIBC Private Wealth Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256M | Sell |
471,318
-2,669
| -0.6% | -$1.45M | 0.46% | 64 |
|
|
2025
Q1 | $217M | Sell |
473,987
-8,843
| -2% | -$4.05M | 0.46% | 61 |
|
|
2024
Q4 | $263M | Sell |
482,830
-14,943
| -3% | -$8.13M | 0.48% | 59 |
|
|
2024
Q3 | $245M | Sell |
497,773
-4,230
| -0.8% | -$2.08M | 0.44% | 65 |
|
|
2024
Q2 | $223M | Buy |
502,003
+57,528
| +13% | +$25.6M | 0.42% | 64 |
|
|
2024
Q1 | $176M | Sell |
444,475
-427
| -0.1% | -$169K | 0.34% | 79 |
|
|
2023
Q4 | $150M | Buy |
444,902
+812
| +0.2% | +$274K | 0.32% | 82 |
|
|
2023
Q3 | $130M | Sell |
444,090
-35,125
| -7% | -$10.3M | 0.31% | 82 |
|
|
2023
Q2 | $164M | Buy |
479,215
+16,489
| +4% | +$5.64M | 0.36% | 77 |
|
|
2023
Q1 | $111M | Sell |
462,726
-16,772
| -3% | -$4.01M | 0.24% | 96 |
|
|
2022
Q4 | $8.85M | Sell |
479,498
-1,295
| -0.3% | -$23.9K | 0.03% | 282 |
|
|
2022
Q3 | $90.1M | Sell |
480,793
-23,981
| -5% | -$4.5M | 0.24% | 97 |
|
|
2022
Q2 | $101M | Sell |
504,774
-25,416
| -5% | -$5.1M | 0.26% | 90 |
|
|
2022
Q1 | $160M | Sell |
530,190
-62,098
| -10% | -$18.7M | 0.35% | 75 |
|
|
2021
Q4 | $213M | Buy |
592,288
+396,907
| +203% | +$2.21M | 0.44% | 64 |
|
|
2021
Q3 | $194M | Buy |
195,381
+7,688
| +4% | +$7.64M | 0.45% | 64 |
|
|
2021
Q2 | $173M | Buy |
187,693
+964
| +0.5% | +$887K | 0.4% | 71 |
|
|
2021
Q1 | $138M | Buy |
186,729
+4,035
| +2% | +$2.98M | 0.35% | 73 |
|
|
2020
Q4 | $149M | Buy |
182,694
+1,341
| +0.7% | +$1.1M | 0.4% | 67 |
|
|
2020
Q3 | $128M | Buy |
+181,353
| New | +$128M | 0.39% | 67 |
|
|
2020
Q2 | – | Sell |
-175,100
| Closed | -$86.7M | – | 698 |
|
|
2020
Q1 | $86.7M | Buy |
175,100
+1,446
| +0.8% | +$716K | 0.37% | 72 |
|
|
2019
Q4 | $103M | Buy |
173,654
+554
| +0.3% | +$327K | 0.33% | 88 |
|
|
2019
Q3 | $93.5M | Sell |
173,100
-45,651
| -21% | -$24.6M | 0.33% | 88 |
|
|
2019
Q2 | $115M | Sell |
218,751
-13,614
| -6% | -$7.14M | 0.4% | 79 |
|
|
2019
Q1 | $133M | Sell |
232,365
-2,781
| -1% | -$1.59M | 0.51% | 56 |
|
|
2018
Q4 | $113M | Sell |
235,146
-23
| -0% | -$11K | 0.5% | 57 |
|
|
2018
Q3 | $135M | Sell |
235,169
-398
| -0.2% | -$228K | 0.51% | 55 |
|
|
2018
Q2 | $113M | Buy |
235,567
+11,307
| +5% | +$5.41M | 0.46% | 67 |
|
|
2018
Q1 | $92.6M | Sell |
224,260
-437
| -0.2% | -$180K | 0.4% | 78 |
|
|
2017
Q4 | $82M | Buy |
224,697
+147,697
| +192% | -$2.3M | 0.35% | 88 |
|
|
2017
Q3 | $80.5M | Buy |
+77,000
| New | +$80.5M | 0.37% | 83 |
|
|
2014
Q2 | – | Sell |
-10,594
| Closed | -$5.49M | – | 607 |
|
|
2014
Q1 | $5.49M | Buy |
+10,594
| New | +$5.49M | 0.05% | 253 |
|