DGI
Disciplined Growth Investors’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $62.1M | Sell |
114,204
-20,453
| -15% | -$11.1M | 1.19% | 28 |
|
2025
Q1 | $66.7M | Sell |
134,657
-108,987
| -45% | -$54M | 1.38% | 26 |
|
2024
Q4 | $127M | Sell |
243,644
-4,564
| -2% | -$2.38M | 2.42% | 18 |
|
2024
Q3 | $122M | Buy |
248,208
+861
| +0.3% | +$423K | 2.31% | 18 |
|
2024
Q2 | $110M | Sell |
247,347
-8,694
| -3% | -$3.87M | 2.07% | 19 |
|
2024
Q1 | $102M | Sell |
256,041
-8,239
| -3% | -$3.29M | 1.86% | 21 |
|
2023
Q4 | $89.2M | Sell |
264,280
-6,175
| -2% | -$2.08M | 1.95% | 17 |
|
2023
Q3 | $79.1M | Sell |
270,455
-6,676
| -2% | -$1.95M | 1.88% | 18 |
|
2023
Q2 | $94.8M | Sell |
277,131
-13,728
| -5% | -$4.69M | 2.14% | 18 |
|
2023
Q1 | $74.3M | Sell |
290,859
-43,371
| -13% | -$11.1M | 1.91% | 21 |
|
2022
Q4 | $88.7M | Sell |
334,230
-3,372
| -1% | -$895K | 2.27% | 19 |
|
2022
Q3 | $63.3M | Sell |
337,602
-1,358
| -0.4% | -$255K | 1.76% | 23 |
|
2022
Q2 | $68M | Buy |
338,960
+7,230
| +2% | +$1.45M | 1.83% | 25 |
|
2022
Q1 | $100M | Buy |
331,730
+6,221
| +2% | +$1.88M | 2.17% | 19 |
|
2021
Q4 | $117M | Buy |
325,509
+213,141
| +190% | +$76.6M | 2.35% | 17 |
|
2021
Q3 | $112M | Sell |
112,368
-3,573
| -3% | -$3.55M | 2.21% | 18 |
|
2021
Q2 | $107M | Buy |
115,941
+66
| +0.1% | +$60.7K | 2.04% | 19 |
|
2021
Q1 | $85.6M | Sell |
115,875
-19,063
| -14% | -$14.1M | 1.74% | 26 |
|
2020
Q4 | $110M | Sell |
134,938
-73,160
| -35% | -$59.9M | 2.13% | 19 |
|
2020
Q3 | $148M | Sell |
208,098
-7,329
| -3% | -$5.2M | 3.46% | 5 |
|
2020
Q2 | $123M | Sell |
215,427
-96,535
| -31% | -$55M | 2.97% | 9 |
|
2020
Q1 | $154M | Sell |
311,962
-14,150
| -4% | -$7.01M | 3.53% | 8 |
|
2019
Q4 | $193M | Buy |
326,112
+4,330
| +1% | +$2.56M | 3.18% | 8 |
|
2019
Q3 | $174M | Sell |
321,782
-22,448
| -7% | -$12.1M | 3.21% | 7 |
|
2019
Q2 | $181M | Sell |
344,230
-22,698
| -6% | -$11.9M | 3.36% | 8 |
|
2019
Q1 | $209M | Sell |
366,928
-2,992
| -0.8% | -$1.71M | 3.67% | 6 |
|
2018
Q4 | $177M | Sell |
369,920
-15,486
| -4% | -$7.42M | 3.65% | 5 |
|
2018
Q3 | $221M | Buy |
385,406
+4,255
| +1% | +$2.44M | 3.7% | 5 |
|
2018
Q2 | $182M | Sell |
381,151
-20,230
| -5% | -$9.68M | 3.37% | 6 |
|
2018
Q1 | $166M | Sell |
401,381
-19,187
| -5% | -$7.92M | 3.26% | 9 |
|
2017
Q4 | $153M | Buy |
420,568
+279,752
| +199% | +$102M | 3.02% | 8 |
|
2017
Q3 | $147M | Sell |
140,816
-2,766
| -2% | -$2.89M | 3.09% | 9 |
|
2017
Q2 | $134M | Sell |
143,582
-15,322
| -10% | -$14.3M | 2.8% | 9 |
|
2017
Q1 | $122M | Sell |
158,904
-111
| -0.1% | -$85.1K | 2.71% | 9 |
|
2016
Q4 | $101M | Buy |
159,015
+1,820
| +1% | +$1.15M | 2.3% | 13 |
|
2016
Q3 | $114M | Sell |
157,195
-1,237
| -0.8% | -$897K | 2.7% | 8 |
|
2016
Q2 | $105M | Sell |
158,432
-334
| -0.2% | -$221K | 2.63% | 7 |
|
2016
Q1 | $95.4M | Sell |
158,766
-6,075
| -4% | -$3.65M | 2.43% | 9 |
|
2015
Q4 | $90M | Sell |
164,841
-2,065
| -1% | -$1.13M | 2.27% | 13 |
|
2015
Q3 | $76.7M | Buy |
166,906
+1,445
| +0.9% | +$664K | 1.96% | 18 |
|
2015
Q2 | $80.2M | Buy |
165,461
+1,095
| +0.7% | +$531K | 1.94% | 19 |
|
2015
Q1 | $83M | Sell |
164,366
-1,560
| -0.9% | -$788K | 1.95% | 18 |
|
2014
Q4 | $87.8M | Sell |
165,926
-2,130
| -1% | -$1.13M | 2.08% | 18 |
|
2014
Q3 | $77.6M | Buy |
168,056
+4,565
| +3% | +$2.11M | 1.99% | 18 |
|
2014
Q2 | $67.3M | Sell |
163,491
-5,643
| -3% | -$2.32M | 1.76% | 21 |
|
2014
Q1 | $74.1M | Buy |
169,134
+5,060
| +3% | +$2.22M | 1.88% | 18 |
|
2013
Q4 | $63M | Buy |
164,074
+8,000
| +5% | +$3.07M | 1.64% | 24 |
|
2013
Q3 | $58.7M | Buy |
156,074
+67,467
| +76% | +$25.4M | 1.71% | 22 |
|
2013
Q2 | $44.8M | Buy |
+88,607
| New | +$44.8M | 1.45% | 28 |
|