Dana Investment Advisors’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 | $1.21M | Buy |
2,232
+61
| +3% | +$33.1K | 0.04% | 362 |
|
|
2025
Q1 | $1.08M | Hold |
2,171
| – | – | 0.04% | 372 |
|
|
2024
Q4 | $1.13M | Buy |
2,171
+100
| +5% | +$52.2K | 0.04% | 367 |
|
|
2024
Q3 | $1.02M | Buy |
2,071
+167
| +9% | +$82K | 0.03% | 378 |
|
|
2024
Q2 | $847K | Buy |
1,904
+90
| +5% | +$40K | 0.03% | 392 |
|
|
2024
Q1 | $724K | Sell |
1,814
-114
| -6% | -$45.5K | 0.02% | 408 |
|
|
2023
Q4 | $650K | Sell |
1,928
-587
| -23% | -$198K | 0.03% | 297 |
|
|
2023
Q3 | $735K | Buy |
2,515
+178
| +8% | +$52K | 0.04% | 272 |
|
|
2023
Q2 | $799K | Sell |
2,337
-42
| -2% | -$14.4K | 0.04% | 260 |
|
|
2023
Q1 | $608K | Sell |
2,379
-257
| -10% | -$65.7K | 0.03% | 290 |
|
|
2022
Q4 | $699K | Buy |
2,636
+10
| +0.4% | +$2.65K | 0.04% | 276 |
|
|
2022
Q3 | $492K | Buy |
2,626
+202
| +8% | +$37.8K | 0.03% | 302 |
|
|
2022
Q2 | $487K | Hold |
2,424
| – | – | 0.02% | 315 |
|
|
2022
Q1 | $731K | Buy |
2,424
+114
| +5% | +$34.4K | 0.03% | 239 |
|
|
2021
Q4 | $830K | Hold |
2,310
| – | – | 0.04% | 227 |
|
|
2021
Q3 | $765K | Hold |
2,310
| – | – | 0.03% | 222 |
|
|
2021
Q2 | $708K | Sell |
2,310
-114
| -5% | -$34.9K | 0.03% | 228 |
|
|
2021
Q1 | $597K | Buy |
2,424
+27
| +1% | +$6.65K | 0.03% | 241 |
|
|
2020
Q4 | $654K | Buy |
2,397
+30
| +1% | +$8.19K | 0.03% | 225 |
|
|
2020
Q3 | $560K | Sell |
2,367
-162
| -6% | -$38.3K | 0.03% | 223 |
|
|
2020
Q2 | $480K | Sell |
2,529
-7,551
| -75% | -$1.43M | 0.03% | 223 |
|
|
2020
Q1 | $1.66M | Buy |
10,080
+8,016
| +388% | +$1.32M | 0.1% | 111 |
|
|
2019
Q4 | $407K | Hold |
2,064
| – | – | 0.02% | 238 |
|
|
2019
Q3 | $371K | Hold |
2,064
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $361K | Buy |
+2,064
| New | +$361K | 0.02% | 232 |
|