Creative Planning’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 | $56.2M | Buy |
103,342
+5,850
| +6% | +$3.18M | 0.05% | 155 |
|
|
2025
Q1 | $48.3M | Buy |
97,492
+6,419
| +7% | +$3.18M | 0.05% | 162 |
|
|
2024
Q4 | $47.5M | Buy |
91,073
+22,192
| +32% | +$11.6M | 0.05% | 156 |
|
|
2024
Q3 | $33.8M | Buy |
68,881
+5,842
| +9% | +$2.87M | 0.03% | 196 |
|
|
2024
Q2 | $28M | Buy |
63,039
+5,629
| +10% | +$2.5M | 0.03% | 212 |
|
|
2024
Q1 | $22.9M | Buy |
57,410
+3,621
| +7% | +$1.45M | 0.03% | 237 |
|
|
2023
Q4 | $18.1M | Buy |
53,789
+1,945
| +4% | +$656K | 0.03% | 256 |
|
|
2023
Q3 | $15.2M | Buy |
51,844
+3,754
| +8% | +$1.1M | 0.02% | 283 |
|
|
2023
Q2 | $16.4M | Buy |
48,090
+5,487
| +13% | +$1.88M | 0.02% | 255 |
|
|
2023
Q1 | $10.9M | Sell |
42,603
-1,004
| -2% | -$256K | 0.02% | 317 |
|
|
2022
Q4 | $11.6M | Buy |
43,607
+4,603
| +12% | +$1.22M | 0.02% | 312 |
|
|
2022
Q3 | $7.31M | Buy |
39,004
+367
| +0.9% | +$68.8K | 0.01% | 360 |
|
|
2022
Q2 | $7.76M | Sell |
38,637
-5,878
| -13% | -$1.18M | 0.01% | 367 |
|
|
2022
Q1 | $13.4M | Buy |
44,515
+2,951
| +7% | +$890K | 0.02% | 278 |
|
|
2021
Q4 | $14.9M | Buy |
41,564
+911
| +2% | +$327K | 0.02% | 224 |
|
|
2021
Q3 | $13.5M | Buy |
40,653
+387
| +1% | +$128K | 0.02% | 222 |
|
|
2021
Q2 | $12.3M | Sell |
40,266
-2,223
| -5% | -$681K | 0.02% | 234 |
|
|
2021
Q1 | $10.5M | Buy |
42,489
+177
| +0.4% | +$43.6K | 0.02% | 265 |
|
|
2020
Q4 | $11.5M | Buy |
42,312
+1,068
| +3% | +$291K | 0.03% | 230 |
|
|
2020
Q3 | $9.76M | Buy |
41,244
+11,148
| +37% | +$2.64M | 0.03% | 207 |
|
|
2020
Q2 | $5.72M | Sell |
30,096
-4,380
| -13% | -$832K | 0.02% | 265 |
|
|
2020
Q1 | $5.69M | Sell |
34,476
-14,313
| -29% | -$2.36M | 0.02% | 238 |
|
|
2019
Q4 | $9.61M | Buy |
48,789
+4,272
| +10% | +$842K | 0.03% | 195 |
|
|
2019
Q3 | $8.01M | Sell |
44,517
-39,894
| -47% | -$7.18M | 0.03% | 218 |
|
|
2019
Q2 | $14.8M | Sell |
84,411
-4,371
| -5% | -$764K | 0.05% | 136 |
|
|
2019
Q1 | $16.9M | Sell |
88,782
-8,682
| -9% | -$1.65M | 0.06% | 118 |
|
|
2018
Q4 | $15.6M | Buy |
97,464
+3,657
| +4% | +$584K | 0.06% | 116 |
|
|
2018
Q3 | $17.9M | Buy |
93,807
+8,625
| +10% | +$1.65M | 0.07% | 108 |
|
|
2018
Q2 | $13.6M | Buy |
85,182
+3,060
| +4% | +$488K | 0.05% | 127 |
|
|
2018
Q1 | $11.3M | Buy |
82,122
+11,631
| +16% | +$1.6M | 0.05% | 137 |
|
|
2017
Q4 | $8.58M | Sell |
70,491
-12,381
| -15% | -$1.51M | 0.04% | 160 |
|
|
2017
Q3 | $9.63M | Buy |
82,872
+2,475
| +3% | +$288K | 0.04% | 145 |
|
|
2017
Q2 | $8.36M | Buy |
80,397
+1,719
| +2% | +$179K | 0.04% | 156 |
|
|
2017
Q1 | $6.7M | Buy |
78,678
+1,989
| +3% | +$169K | 0.04% | 179 |
|
|
2016
Q4 | $5.4M | Buy |
76,689
+12,366
| +19% | +$871K | 0.03% | 198 |
|
|
2016
Q3 | $5.18M | Buy |
64,323
+1,683
| +3% | +$136K | 0.03% | 189 |
|
|
2016
Q2 | $4.6M | Buy |
62,640
+2,448
| +4% | +$180K | 0.03% | 179 |
|
|
2016
Q1 | $4.02M | Buy |
60,192
+2,259
| +4% | +$151K | 0.03% | 185 |
|
|
2015
Q4 | $3.52M | Sell |
57,933
-4,491
| -7% | -$273K | 0.03% | 214 |
|
|
2015
Q3 | $3.19M | Buy |
+62,424
| New | +$3.19M | 0.03% | 214 |
|
|
2015
Q2 | – | Sell |
-25,083
| Closed | -$1.41M | – | 1948 |
|
|
2015
Q1 | $1.41M | Buy |
25,083
+2,592
| +12% | +$145K | 0.01% | 356 |
|
|
2014
Q4 | $1.32M | Buy |
22,491
+5,643
| +33% | +$332K | 0.01% | 365 |
|
|
2014
Q3 | $865K | Buy |
16,848
+4,311
| +34% | +$221K | 0.01% | 443 |
|
|
2014
Q2 | $574K | Buy |
12,537
+2,070
| +20% | +$94.8K | 0.01% | 591 |
|
|
2014
Q1 | $509K | Buy |
10,467
+279
| +3% | +$13.6K | 0.01% | 609 |
|
|
2013
Q4 | $435K | Buy |
10,188
+630
| +7% | +$26.9K | 0.01% | 561 |
|
|
2013
Q3 | $400K | Sell |
9,558
-873
| -8% | -$36.5K | 0.01% | 507 |
|
|
2013
Q2 | $587K | Buy |
+10,431
| New | +$587K | 0.01% | 368 |
|