Commonwealth Equity Services’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 | $43.6M | Buy |
80,293
+4,789
| +6% | +$2.6M | 0.06% | 324 |
|
2025
Q1 | $37.4M | Buy |
75,504
+1,364
| +2% | +$676K | 0.05% | 351 |
|
2024
Q4 | $38.7M | Buy |
74,140
+4,145
| +6% | +$2.16M | 0.06% | 313 |
|
2024
Q3 | $34.4M | Buy |
69,995
+2,456
| +4% | +$1.21M | 0.05% | 340 |
|
2024
Q2 | $30M | Buy |
67,539
+2,057
| +3% | +$915K | 0.05% | 374 |
|
2024
Q1 | $26.1M | Buy |
65,482
+1,308
| +2% | +$522K | 0.04% | 406 |
|
2023
Q4 | $21.7M | Buy |
64,174
+3,026
| +5% | +$1.02M | 0.04% | 431 |
|
2023
Q3 | $17.9M | Buy |
61,148
+6,018
| +11% | +$1.76M | 0.04% | 451 |
|
2023
Q2 | $18.9M | Buy |
55,130
+570
| +1% | +$195K | 0.04% | 439 |
|
2023
Q1 | $13.9K | Buy |
54,560
+763
| +1% | +$195 | 0.03% | 533 |
|
2022
Q4 | $14.3M | Sell |
53,797
-938
| -2% | -$249K | 0.03% | 493 |
|
2022
Q3 | $10.3M | Sell |
54,735
-1,395
| -2% | -$261K | 0.03% | 563 |
|
2022
Q2 | $11.3M | Buy |
56,130
+1,637
| +3% | +$329K | 0.03% | 531 |
|
2022
Q1 | $16.4M | Buy |
54,493
+1,100
| +2% | +$332K | 0.04% | 434 |
|
2021
Q4 | $19.2M | Buy |
53,393
+1,364
| +3% | +$490K | 0.04% | 385 |
|
2021
Q3 | $17.2M | Buy |
52,029
+600
| +1% | +$199K | 0.04% | 390 |
|
2021
Q2 | $15.8M | Buy |
51,429
+4,674
| +10% | +$1.43M | 0.04% | 415 |
|
2021
Q1 | $11.5M | Sell |
46,755
-345
| -0.7% | -$85K | 0.03% | 470 |
|
2020
Q4 | $12.8M | Buy |
47,100
+534
| +1% | +$146K | 0.04% | 406 |
|
2020
Q3 | $11M | Buy |
46,566
+3,564
| +8% | +$843K | 0.04% | 403 |
|
2020
Q2 | $8.17M | Sell |
43,002
-435
| -1% | -$82.6K | 0.03% | 467 |
|
2020
Q1 | $7.17M | Buy |
43,437
+4,767
| +12% | +$787K | 0.03% | 440 |
|
2019
Q4 | $7.62M | Buy |
38,670
+1,755
| +5% | +$346K | 0.03% | 485 |
|
2019
Q3 | $6.64M | Sell |
36,915
-2,787
| -7% | -$502K | 0.03% | 504 |
|
2019
Q2 | $6.94M | Buy |
39,702
+5,757
| +17% | +$1.01M | 0.03% | 472 |
|
2019
Q1 | $6.46M | Sell |
33,945
-4,704
| -12% | -$895K | 0.03% | 483 |
|
2018
Q4 | $6.17M | Buy |
38,649
+9,699
| +34% | +$1.55M | 0.03% | 444 |
|
2018
Q3 | $5.54M | Sell |
28,950
-744
| -3% | -$142K | 0.03% | 506 |
|
2018
Q2 | $4.74M | Buy |
29,694
+1,002
| +3% | +$160K | 0.02% | 524 |
|
2018
Q1 | $3.95M | Buy |
28,692
+2,256
| +9% | +$310K | 0.02% | 560 |
|
2017
Q4 | $3.22M | Buy |
26,436
+120
| +0.5% | +$14.6K | 0.02% | 635 |
|
2017
Q3 | $3.06M | Sell |
26,316
-162
| -0.6% | -$18.8K | 0.02% | 608 |
|
2017
Q2 | $2.75M | Buy |
26,478
+414
| +2% | +$43K | 0.02% | 635 |
|
2017
Q1 | $2.22M | Sell |
26,064
-11,925
| -31% | -$1.02M | 0.01% | 693 |
|
2016
Q4 | $2.68M | Buy |
37,989
+3,168
| +9% | +$223K | 0.02% | 594 |
|
2016
Q3 | $2.8M | Sell |
34,821
-576
| -2% | -$46.4K | 0.02% | 541 |
|
2016
Q2 | $2.6M | Buy |
35,397
+162
| +0.5% | +$11.9K | 0.02% | 547 |
|
2016
Q1 | $2.35M | Buy |
35,235
+3,501
| +11% | +$234K | 0.02% | 568 |
|
2015
Q4 | $1.93M | Buy |
31,734
+918
| +3% | +$55.7K | 0.02% | 636 |
|
2015
Q3 | $1.57M | Sell |
30,816
-747
| -2% | -$38.2K | 0.02% | 681 |
|
2015
Q2 | $1.7M | Sell |
31,563
-2,898
| -8% | -$156K | 0.02% | 690 |
|
2015
Q1 | $1.93M | Buy |
34,461
+261
| +0.8% | +$14.6K | 0.02% | 610 |
|
2014
Q4 | $2.01M | Sell |
34,200
-567
| -2% | -$33.3K | 0.02% | 579 |
|
2014
Q3 | $1.78M | Buy |
34,767
+4,896
| +16% | +$251K | 0.02% | 599 |
|
2014
Q2 | $1.37M | Sell |
29,871
-981
| -3% | -$44.9K | 0.02% | 712 |
|
2014
Q1 | $1.5M | Buy |
30,852
+4,095
| +15% | +$199K | 0.02% | 620 |
|
2013
Q4 | $1.14M | Buy |
26,757
+2,124
| +9% | +$90.7K | 0.02% | 707 |
|
2013
Q3 | $1.03M | Buy |
24,633
+6,705
| +37% | +$280K | 0.02% | 703 |
|
2013
Q2 | $1.01M | Buy |
+17,928
| New | +$1.01M | 0.02% | 670 |
|