Dynamic Advisor Solutions’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.14M | Buy |
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|
2025
Q2 | $5.91M | Buy |
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|
2025
Q1 | $5.24M | Buy |
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|
2024
Q4 | $5.48M | Sell |
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|
2024
Q3 | $5.19M | Buy |
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|
2024
Q2 | $4.56M | Buy |
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|
2024
Q1 | $3.99M | Buy |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $886K | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $947K | Buy |
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|
2017
Q4 | $811K | Sell |
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|
2017
Q3 | $867K | Sell |
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|
2017
Q2 | $829K | Sell |
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|
2017
Q1 | $694K | Buy |
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|
2016
Q4 | $571K | Buy |
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|
2016
Q3 | $651K | Sell |
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|
2016
Q2 | $627K | Sell |
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|
2016
Q1 | $573K | Sell |
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|
2015
Q4 | $531K | Buy |
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|
2015
Q3 | $413K | Buy |
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|
2015
Q2 | $410K | Buy |
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|
2015
Q1 | $386K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $370K | Buy |
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|
2014
Q2 | $316K | Sell |
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|
2014
Q1 | $601K | Buy |
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|
2013
Q4 | $269K | Buy |
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