Dillon & Associates’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 | $14.7M | Buy |
27,038
+621
| +2% | +$337K | 1.99% | 16 |
|
|
2025
Q1 | $13.1M | Buy |
26,417
+1,594
| +6% | +$789K | 1.94% | 17 |
|
|
2024
Q4 | $13M | Buy |
24,823
+549
| +2% | +$287K | 1.8% | 16 |
|
|
2024
Q3 | $11.9M | Buy |
24,274
+277
| +1% | +$136K | 1.68% | 20 |
|
|
2024
Q2 | $10.7M | Buy |
23,997
+291
| +1% | +$129K | 1.55% | 21 |
|
|
2024
Q1 | $9.46M | Buy |
23,706
+144
| +0.6% | +$57.5K | 1.49% | 25 |
|
|
2023
Q4 | $7.94M | Sell |
23,562
-260
| -1% | -$87.6K | 1.44% | 25 |
|
|
2023
Q3 | $6.96M | Buy |
23,822
+17
| +0.1% | +$4.96K | 1.34% | 25 |
|
|
2023
Q2 | $8.14M | Sell |
23,805
-517
| -2% | -$177K | 1.5% | 26 |
|
|
2023
Q1 | $6.2M | Buy |
24,322
+82
| +0.3% | +$20.9K | 1.23% | 27 |
|
|
2022
Q4 | $6.42M | Buy |
24,240
+10
| +0% | +$2.65K | 1.39% | 25 |
|
|
2022
Q3 | $4.53M | Buy |
24,230
+514
| +2% | +$96.1K | 1.05% | 28 |
|
|
2022
Q2 | $4.77M | Buy |
23,716
+4,822
| +26% | +$969K | 1.07% | 30 |
|
|
2022
Q1 | $5.71M | Buy |
18,894
+2,919
| +18% | +$882K | 1.08% | 29 |
|
|
2021
Q4 | $5.74M | Sell |
15,975
-45
| -0.3% | -$16.2K | 1% | 29 |
|
|
2021
Q3 | $5.31M | Buy |
16,020
+81
| +0.5% | +$26.8K | 1.02% | 28 |
|
|
2021
Q2 | $4.89M | Buy |
15,939
+1,824
| +13% | +$559K | 0.96% | 29 |
|
|
2021
Q1 | $3.48M | Buy |
14,115
+2,310
| +20% | +$569K | 0.74% | 32 |
|
|
2020
Q4 | $3.22M | Sell |
11,805
-45
| -0.4% | -$12.3K | 0.7% | 34 |
|
|
2020
Q3 | $2.8M | Buy |
11,850
+993
| +9% | +$235K | 0.68% | 34 |
|
|
2020
Q2 | $2.06M | Buy |
10,857
+3,480
| +47% | +$661K | 0.56% | 36 |
|
|
2020
Q1 | $1.22M | Buy |
+7,377
| New | +$1.22M | 0.41% | 41 |
|