CIP
Convergence Investment Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-428
| Closed | -$223K | – | 279 |
|
|
2024
Q4 | $223K | Sell |
428
-6
| -1% | -$3.13K | 0.05% | 233 |
|
|
2024
Q3 | $213K | Sell |
434
-16
| -4% | -$7.86K | 0.06% | 227 |
|
|
2024
Q2 | $200K | Buy |
+450
| New | +$200K | 0.06% | 238 |
|
|
2023
Q3 | – | Sell |
-1,252
| Closed | -$428K | – | 179 |
|
|
2023
Q2 | $428K | Buy |
+1,252
| New | +$428K | 0.25% | 98 |
|
|
2021
Q4 | – | Sell |
-393
| Closed | -$391K | – | 245 |
|
|
2021
Q3 | $391K | Buy |
+393
| New | +$391K | 0.21% | 113 |
|
|
2018
Q3 | – | Sell |
-6,222
| Closed | -$2.98M | – | 334 |
|
|
2018
Q2 | $2.98M | Buy |
6,222
+6,062
| +3,789% | +$2.9M | 0.42% | 96 |
|
|
2018
Q1 | $66K | Buy |
+160
| New | +$66K | 0.01% | 401 |
|
|
2016
Q4 | – | Sell |
-383
| Closed | -$278K | – | 350 |
|
|
2016
Q3 | $278K | Buy |
+383
| New | +$278K | 0.04% | 307 |
|