DLA
Douglas Lane & Associates’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Sell |
37,703
-495
| -1% | -$269K | 0.3% | 99 |
|
|
2025
Q1 | $18.9M | Buy |
38,198
+273
| +0.7% | +$135K | 0.28% | 103 |
|
|
2024
Q4 | $19.8M | Sell |
37,925
-494
| -1% | -$258K | 0.28% | 102 |
|
|
2024
Q3 | $18.9M | Sell |
38,419
-969
| -2% | -$476K | 0.26% | 102 |
|
|
2024
Q2 | $17.5M | Buy |
39,388
+1,359
| +4% | +$605K | 0.25% | 103 |
|
|
2024
Q1 | $15.2M | Sell |
38,029
-374
| -1% | -$149K | 0.21% | 105 |
|
|
2023
Q4 | $13M | Sell |
38,403
-5,241
| -12% | -$1.77M | 0.2% | 106 |
|
|
2023
Q3 | $12.8M | Sell |
43,644
-1,316
| -3% | -$385K | 0.21% | 105 |
|
|
2023
Q2 | $15.4M | Buy |
44,960
+4
| +0% | +$1.37K | 0.25% | 103 |
|
|
2023
Q1 | $11.5M | Sell |
44,956
-8,703
| -16% | -$2.22M | 0.19% | 109 |
|
|
2022
Q4 | $14.2M | Sell |
53,659
-354
| -0.7% | -$93.9K | 0.24% | 105 |
|
|
2022
Q3 | $10.1M | Buy |
54,013
+126
| +0.2% | +$23.6K | 0.19% | 106 |
|
|
2022
Q2 | $10.8M | Buy |
53,887
+11,822
| +28% | +$2.37M | 0.18% | 109 |
|
|
2022
Q1 | $12.7M | Buy |
42,065
+20,487
| +95% | +$6.18M | 0.18% | 107 |
|
|
2021
Q4 | $7.75M | Buy |
21,578
+14,310
| +197% | +$5.14M | 0.1% | 113 |
|
|
2021
Q3 | $7.23M | Sell |
7,268
-11
| -0.2% | -$10.9K | 0.1% | 112 |
|
|
2021
Q2 | $6.69M | Buy |
7,279
+4
| +0.1% | +$3.68K | 0.09% | 109 |
|
|
2021
Q1 | $5.38M | Buy |
7,275
+5
| +0.1% | +$3.7K | 0.08% | 114 |
|
|
2020
Q4 | $5.95M | Buy |
7,270
+493
| +7% | +$403K | 0.1% | 110 |
|
|
2020
Q3 | $4.81M | Buy |
6,777
+3,844
| +131% | +$2.73M | 0.1% | 109 |
|
|
2020
Q2 | $1.67M | Buy |
+2,933
| New | +$1.67M | 0.04% | 126 |
|