CA
Clearstead Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
5,093
+1,811
| +55% | +$984K | 0.04% | 265 |
|
|
2025
Q1 | $1.63M | Sell |
3,282
-33
| -1% | -$16.3K | 0.03% | 333 |
|
|
2024
Q4 | $1.73M | Sell |
3,315
-70
| -2% | -$36.5K | 0.03% | 314 |
|
|
2024
Q3 | $1.66M | Buy |
3,385
+83
| +3% | +$40.8K | 0.03% | 328 |
|
|
2024
Q2 | $1.47M | Buy |
3,302
+2,181
| +195% | +$970K | 0.03% | 320 |
|
|
2024
Q1 | $427K | Sell |
1,121
-168
| -13% | -$64K | 0.02% | 333 |
|
|
2023
Q4 | $435K | Sell |
1,289
-1,225
| -49% | -$413K | 0.02% | 327 |
|
|
2023
Q3 | $735K | Buy |
2,514
+1,349
| +116% | +$394K | 0.02% | 352 |
|
|
2023
Q2 | $398K | Buy |
1,165
+362
| +45% | +$124K | 0.02% | 324 |
|
|
2023
Q1 | $205K | Buy |
803
+450
| +127% | +$115K | 0.01% | 394 |
|
|
2022
Q4 | $93.7K | Sell |
353
-135
| -28% | -$35.8K | 0.01% | 513 |
|
|
2022
Q3 | $91K | Sell |
488
-90
| -16% | -$16.8K | 0.01% | 494 |
|
|
2022
Q2 | $116K | Buy |
578
+110
| +24% | +$22.1K | 0.01% | 472 |
|
|
2022
Q1 | $141K | Buy |
468
+38
| +9% | +$11.4K | 0.01% | 477 |
|
|
2021
Q4 | $154K | Buy |
430
+297
| +223% | +$106K | 0.01% | 436 |
|
|
2021
Q3 | $132K | Sell |
133
-8
| -6% | -$7.94K | 0.01% | 427 |
|
|
2021
Q2 | $130K | Sell |
141
-38
| -21% | -$35K | 0.01% | 409 |
|
|
2021
Q1 | $132K | Buy |
179
+116
| +184% | +$85.5K | 0.01% | 392 |
|
|
2020
Q4 | $52K | Sell |
63
-6
| -9% | -$4.95K | ﹤0.01% | 505 |
|
|
2020
Q3 | $49K | Buy |
69
+6
| +10% | +$4.26K | 0.01% | 469 |
|
|
2020
Q2 | $36K | Sell |
63
-159
| -72% | -$90.9K | ﹤0.01% | 468 |
|
|
2020
Q1 | $110K | Buy |
+222
| New | +$110K | 0.02% | 315 |
|