Curi RMB Capital’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 | $2.8M | Buy |
+5,151
| New | +$2.8M | 0.05% | 276 |
|
|
2025
Q1 | – | Sell |
-4,453
| Closed | -$2.32M | – | 507 |
|
|
2024
Q4 | $2.32M | Sell |
4,453
-384
| -8% | -$200K | 0.05% | 255 |
|
|
2024
Q3 | $2.38M | Buy |
4,837
+363
| +8% | +$178K | 0.05% | 254 |
|
|
2024
Q2 | $1.99M | Buy |
4,474
+72
| +2% | +$32K | 0.05% | 262 |
|
|
2024
Q1 | $1.76M | Sell |
4,402
-192
| -4% | -$76.6K | 0.04% | 287 |
|
|
2023
Q4 | $1.55M | Sell |
4,594
-82
| -2% | -$27.7K | 0.05% | 256 |
|
|
2023
Q3 | $1.37M | Sell |
4,676
-1
| -0% | -$292 | 0.05% | 258 |
|
|
2023
Q2 | $1.6M | Buy |
4,677
+1,056
| +29% | +$361K | 0.05% | 244 |
|
|
2023
Q1 | $925K | Sell |
3,621
-114
| -3% | -$29.1K | 0.03% | 289 |
|
|
2022
Q4 | $991K | Buy |
3,735
+109
| +3% | +$28.9K | 0.04% | 286 |
|
|
2022
Q3 | $680K | Buy |
3,626
+23
| +0.6% | +$4.31K | 0.03% | 324 |
|
|
2022
Q2 | $723K | Sell |
3,603
-2,732
| -43% | -$548K | 0.02% | 312 |
|
|
2022
Q1 | $1.91M | Sell |
6,335
-652
| -9% | -$197K | 0.06% | 199 |
|
|
2021
Q4 | $2.51M | Sell |
6,987
-1,971
| -22% | -$708K | 0.08% | 182 |
|
|
2021
Q3 | $2.97M | Buy |
8,958
+429
| +5% | +$142K | 0.1% | 166 |
|
|
2021
Q2 | $2.62M | Sell |
8,529
-108
| -1% | -$33.1K | 0.09% | 184 |
|
|
2021
Q1 | $2.13M | Sell |
8,637
-33
| -0.4% | -$8.13K | 0.08% | 182 |
|
|
2020
Q4 | $2.36M | Sell |
8,670
-759
| -8% | -$207K | 0.09% | 196 |
|
|
2020
Q3 | $2.23M | Sell |
9,429
-54
| -0.6% | -$12.8K | 0.1% | 184 |
|
|
2020
Q2 | $1.8M | Buy |
9,483
+105
| +1% | +$19.9K | 0.08% | 215 |
|
|
2020
Q1 | $1.55M | Sell |
9,378
-285
| -3% | -$47K | 0.07% | 217 |
|
|
2019
Q4 | $1.9M | Sell |
9,663
-231
| -2% | -$45.5K | 0.05% | 269 |
|
|
2019
Q3 | $1.78M | Buy |
9,894
+255
| +3% | +$45.9K | 0.05% | 292 |
|
|
2019
Q2 | $1.69M | Sell |
9,639
-96
| -1% | -$16.8K | 0.04% | 313 |
|
|
2019
Q1 | $1.85M | Buy |
9,735
+9
| +0.1% | +$1.71K | 0.05% | 327 |
|
|
2018
Q4 | $1.55M | Buy |
9,726
+30
| +0.3% | +$4.79K | 0.04% | 380 |
|
|
2018
Q3 | $1.86M | Buy |
9,696
+429
| +5% | +$82.1K | 0.04% | 373 |
|
|
2018
Q2 | $1.48M | Sell |
9,267
-879
| -9% | -$140K | 0.04% | 407 |
|
|
2018
Q1 | $1.4M | Sell |
10,146
-249
| -2% | -$34.3K | 0.04% | 416 |
|
|
2017
Q4 | $1.27M | Buy |
10,395
+6,588
| +173% | +$802K | 0.03% | 418 |
|
|
2017
Q3 | $442K | Sell |
3,807
-1,062
| -22% | -$123K | 0.01% | 513 |
|
|
2017
Q2 | $506K | Buy |
+4,869
| New | +$506K | 0.01% | 504 |
|