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