Clarius Group LLC’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 | $697K | Sell |
1,282
-752
| -37% | -$409K | 0.04% | 195 |
|
2025
Q1 | $1.01M | Sell |
2,034
-55
| -3% | -$27.2K | 0.06% | 142 |
|
2024
Q4 | $1.09M | Buy |
2,089
+220
| +12% | +$115K | 0.07% | 114 |
|
2024
Q3 | $915K | Sell |
1,869
-98
| -5% | -$48K | 0.06% | 134 |
|
2024
Q2 | $875K | Sell |
1,967
-130
| -6% | -$57.8K | 0.06% | 130 |
|
2024
Q1 | $837K | Sell |
2,097
-404
| -16% | -$161K | 0.06% | 150 |
|
2023
Q4 | $844K | Sell |
2,501
-163
| -6% | -$55K | 0.07% | 147 |
|
2023
Q3 | $779K | Sell |
2,664
-647
| -20% | -$189K | 0.07% | 141 |
|
2023
Q2 | $1.13M | Buy |
3,311
+47
| +1% | +$16.1K | 0.09% | 125 |
|
2023
Q1 | $834K | Sell |
3,264
-170
| -5% | -$43.4K | 0.07% | 155 |
|
2022
Q4 | $911K | Buy |
3,434
+103
| +3% | +$27.3K | 0.08% | 147 |
|
2022
Q3 | $624K | Sell |
3,331
-138
| -4% | -$25.9K | 0.06% | 184 |
|
2022
Q2 | $696K | Buy |
3,469
+337
| +11% | +$67.6K | 0.07% | 171 |
|
2022
Q1 | $1.13M | Hold |
3,132
| – | – | 0.09% | 123 |
|
2021
Q4 | $1.13M | Buy |
3,132
+114
| +4% | +$40.9K | 0.09% | 123 |
|
2021
Q3 | $1M | Buy |
3,018
+141
| +5% | +$46.7K | 0.09% | 123 |
|
2021
Q2 | $882K | Buy |
2,877
+3
| +0.1% | +$920 | 0.08% | 135 |
|
2021
Q1 | $708K | Buy |
2,874
+36
| +1% | +$8.87K | 0.07% | 141 |
|
2020
Q4 | $774K | Buy |
2,838
+138
| +5% | +$37.6K | 0.08% | 119 |
|
2020
Q3 | $639K | Buy |
2,700
+66
| +3% | +$15.6K | 0.08% | 111 |
|
2020
Q2 | $500K | Buy |
2,634
+249
| +10% | +$47.3K | 0.07% | 133 |
|
2020
Q1 | $394K | Buy |
2,385
+153
| +7% | +$25.3K | 0.07% | 137 |
|
2019
Q4 | $444K | Buy |
2,232
+72
| +3% | +$14.3K | 0.07% | 147 |
|
2019
Q3 | $389K | Buy |
2,160
+282
| +15% | +$50.8K | 0.07% | 152 |
|
2019
Q2 | $328K | Buy |
1,878
+615
| +49% | +$107K | 0.07% | 154 |
|
2019
Q1 | $240K | Buy |
+1,263
| New | +$240K | 0.06% | 172 |
|