Dakota Wealth Management’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 | $7.06M | Sell |
12,983
-10,043
| -44% | -$5.46M | 0.15% | 123 |
|
|
2025
Q1 | $11.4M | Buy |
23,026
+14,074
| +157% | +$6.97M | 0.27% | 82 |
|
|
2024
Q4 | $4.67M | Sell |
8,952
-306
| -3% | -$160K | 0.11% | 162 |
|
|
2024
Q3 | $4.55M | Sell |
9,258
-4,216
| -31% | -$2.07M | 0.1% | 174 |
|
|
2024
Q2 | $5.99M | Buy |
13,474
+4,396
| +48% | +$1.96M | 0.14% | 133 |
|
|
2024
Q1 | $3.62M | Buy |
9,078
+1,188
| +15% | +$474K | 0.09% | 191 |
|
|
2023
Q4 | $2.66M | Sell |
7,890
-1,982
| -20% | -$669K | 0.1% | 187 |
|
|
2023
Q3 | $2.89M | Buy |
9,872
+4,240
| +75% | +$1.24M | 0.13% | 163 |
|
|
2023
Q2 | $1.93M | Buy |
5,632
+2,209
| +65% | +$755K | 0.09% | 182 |
|
|
2023
Q1 | $875K | Buy |
3,423
+255
| +8% | +$65.1K | 0.06% | 251 |
|
|
2022
Q4 | $841K | Buy |
3,168
+369
| +13% | +$97.9K | 0.06% | 246 |
|
|
2022
Q3 | $525K | Sell |
2,799
-894
| -24% | -$168K | 0.04% | 329 |
|
|
2022
Q2 | $741K | Sell |
3,693
-2,394
| -39% | -$480K | 0.07% | 222 |
|
|
2022
Q1 | $1.84M | Sell |
6,087
-527
| -8% | -$159K | 0.15% | 155 |
|
|
2021
Q4 | $2.38M | Buy |
6,614
+11
| +0.2% | +$3.95K | 0.25% | 105 |
|
|
2021
Q3 | $2.19M | Buy |
6,603
+4,350
| +193% | +$1.44M | 0.25% | 107 |
|
|
2021
Q2 | $690K | Sell |
2,253
-3
| -0.1% | -$919 | 0.08% | 189 |
|
|
2021
Q1 | $556K | Sell |
2,256
-3
| -0.1% | -$739 | 0.07% | 198 |
|
|
2020
Q4 | $616K | Buy |
2,259
+57
| +3% | +$15.5K | 0.08% | 190 |
|
|
2020
Q3 | $521K | Buy |
2,202
+945
| +75% | +$224K | 0.08% | 167 |
|
|
2020
Q2 | $239K | Buy |
+1,257
| New | +$239K | 0.04% | 233 |
|
|
2020
Q1 | – | Sell |
-1,197
| Closed | -$236K | – | 292 |
|
|
2019
Q4 | $236K | Hold |
1,197
| – | – | 0.04% | 268 |
|
|
2019
Q3 | $215K | Buy |
+1,197
| New | +$215K | 0.04% | 275 |
|
|
2019
Q2 | – | Sell |
-1,209
| Closed | -$230K | – | 298 |
|
|
2019
Q1 | $230K | Buy |
+1,209
| New | +$230K | 0.05% | 266 |
|