DA
Doliver Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
2,157
-1,153
| -35% | -$627K | 0.32% | 55 |
|
|
2025
Q1 | $1.64M | Sell |
3,310
-166
| -5% | -$82.2K | 0.46% | 33 |
|
|
2024
Q4 | $1.81M | Sell |
3,476
-58
| -2% | -$30.3K | 0.5% | 31 |
|
|
2024
Q3 | $1.74M | Sell |
3,534
-261
| -7% | -$128K | 0.48% | 33 |
|
|
2024
Q2 | $1.69M | Sell |
3,795
-37
| -1% | -$16.5K | 0.47% | 32 |
|
|
2024
Q1 | $1.53M | Sell |
3,832
-476
| -11% | -$190K | 0.43% | 37 |
|
|
2023
Q4 | $1.45M | Buy |
4,308
+30
| +0.7% | +$10.1K | 0.45% | 42 |
|
|
2023
Q3 | $1.25M | Buy |
4,278
+80
| +2% | +$23.4K | 0.38% | 44 |
|
|
2023
Q2 | $1.44M | Buy |
4,198
+656
| +19% | +$224K | 0.44% | 36 |
|
|
2023
Q1 | $905K | Sell |
3,542
-615
| -15% | -$157K | 0.28% | 59 |
|
|
2022
Q4 | $1.1M | Sell |
4,157
-29
| -0.7% | -$7.7K | 0.36% | 45 |
|
|
2022
Q3 | $785K | Sell |
4,186
-2,719
| -39% | -$510K | 0.29% | 58 |
|
|
2022
Q2 | $1.39M | Buy |
6,905
+39
| +0.6% | +$7.83K | 0.49% | 32 |
|
|
2022
Q1 | $2.07M | Sell |
6,866
-155
| -2% | -$46.8K | 0.65% | 24 |
|
|
2021
Q4 | $2.01M | Buy |
7,021
+4,395
| +167% | +$1.26M | 0.63% | 21 |
|
|
2021
Q3 | $2.61M | Sell |
2,626
-477
| -15% | -$474K | 0.88% | 14 |
|
|
2021
Q2 | $2.85M | Sell |
3,103
-93
| -3% | -$85.5K | 0.95% | 15 |
|
|
2021
Q1 | $2.36M | Buy |
3,196
+172
| +6% | +$127K | 0.88% | 17 |
|
|
2020
Q4 | $2.47M | Buy |
3,024
+185
| +7% | +$151K | 1.09% | 13 |
|
|
2020
Q3 | $2.01M | Sell |
2,839
-2,151
| -43% | -$1.53M | 1.02% | 12 |
|
|
2020
Q2 | $2.84M | Buy |
4,990
+170
| +4% | +$96.9K | 1.27% | 13 |
|
|
2020
Q1 | $2.49M | Sell |
4,820
-277
| -5% | -$143K | 1.23% | 14 |
|
|
2019
Q4 | $3.01M | Buy |
5,097
+1,346
| +36% | +$796K | 1.19% | 9 |
|
|
2019
Q3 | $1.98M | Buy |
3,751
+233
| +7% | +$123K | 0.8% | 16 |
|
|
2019
Q2 | $1.85M | Buy |
3,518
+755
| +27% | +$396K | 0.73% | 17 |
|
|
2019
Q1 | $1.58M | Buy |
2,763
+895
| +48% | +$511K | 0.64% | 18 |
|
|
2018
Q4 | $895K | Buy |
+1,868
| New | +$895K | 0.44% | 24 |
|