Dynamic Advisor Solutions’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Buy |
10,884
+295
| +3% | +$160K | 0.18% | 135 |
|
|
2025
Q1 | $5.24M | Buy |
10,589
+81
| +0.8% | +$40.1K | 0.17% | 142 |
|
|
2024
Q4 | $5.48M | Sell |
10,508
-51
| -0.5% | -$26.6K | 0.24% | 102 |
|
|
2024
Q3 | $5.19M | Buy |
10,559
+314
| +3% | +$154K | 0.16% | 164 |
|
|
2024
Q2 | $4.56M | Buy |
10,245
+252
| +3% | +$112K | 0.14% | 176 |
|
|
2024
Q1 | $3.99M | Buy |
9,993
+1,255
| +14% | +$501K | 0.13% | 193 |
|
|
2023
Q4 | $2.82M | Buy |
8,738
+2,920
| +50% | +$942K | 0.11% | 238 |
|
|
2023
Q3 | $1.7M | Buy |
5,818
+44
| +0.8% | +$12.9K | 0.08% | 263 |
|
|
2023
Q2 | $1.97M | Buy |
5,774
+313
| +6% | +$107K | 0.1% | 221 |
|
|
2023
Q1 | $1.39M | Buy |
5,461
+2,874
| +111% | +$734K | 0.08% | 261 |
|
|
2022
Q4 | $686K | Buy |
2,587
+248
| +11% | +$65.8K | 0.05% | 361 |
|
|
2022
Q3 | $438K | Sell |
2,339
-201
| -8% | -$37.6K | 0.03% | 416 |
|
|
2022
Q2 | $510K | Buy |
2,540
+638
| +34% | +$128K | 0.04% | 395 |
|
|
2022
Q1 | $574K | Buy |
1,902
+730
| +62% | +$220K | 0.04% | 408 |
|
|
2021
Q4 | $421K | Buy |
1,172
+65
| +6% | +$23.3K | 0.03% | 478 |
|
|
2021
Q3 | $367K | Buy |
1,107
+240
| +28% | +$79.6K | 0.03% | 515 |
|
|
2021
Q2 | $266K | Buy |
+867
| New | +$266K | 0.02% | 583 |
|
|
2021
Q1 | – | Sell |
-5,655
| Closed | -$1.54M | – | 683 |
|
|
2020
Q4 | $1.54M | Buy |
5,655
+153
| +3% | +$41.7K | 0.14% | 171 |
|
|
2020
Q3 | $1.3M | Buy |
5,502
+102
| +2% | +$24.1K | 0.15% | 167 |
|
|
2020
Q2 | $1.03M | Buy |
5,400
+30
| +0.6% | +$5.7K | 0.14% | 180 |
|
|
2020
Q1 | $886K | Buy |
5,370
+147
| +3% | +$24.3K | 0.16% | 166 |
|
|
2019
Q4 | $1.03M | Sell |
5,223
-564
| -10% | -$111K | 0.14% | 185 |
|
|
2019
Q3 | $1.04M | Sell |
5,787
-759
| -12% | -$137K | 0.16% | 157 |
|
|
2019
Q2 | $1.15M | Sell |
6,546
-168
| -3% | -$29.4K | 0.18% | 143 |
|
|
2019
Q1 | $1.28M | Sell |
6,714
-360
| -5% | -$68.5K | 0.24% | 107 |
|
|
2018
Q4 | $1.21M | Buy |
7,074
+285
| +4% | +$48.9K | 0.26% | 104 |
|
|
2018
Q3 | $1.3M | Buy |
6,789
+24
| +0.4% | +$4.59K | 0.27% | 114 |
|
|
2018
Q2 | $1.08M | Sell |
6,765
-114
| -2% | -$18.2K | 0.24% | 121 |
|
|
2018
Q1 | $947K | Buy |
6,879
+219
| +3% | +$30.1K | 0.24% | 125 |
|
|
2017
Q4 | $811K | Sell |
6,660
-801
| -11% | -$97.5K | 0.27% | 114 |
|
|
2017
Q3 | $867K | Sell |
7,461
-513
| -6% | -$59.6K | 0.34% | 96 |
|
|
2017
Q2 | $829K | Sell |
7,974
-171
| -2% | -$17.8K | 0.32% | 96 |
|
|
2017
Q1 | $694K | Buy |
8,145
+45
| +0.6% | +$3.83K | 0.27% | 103 |
|
|
2016
Q4 | $571K | Buy |
8,100
+18
| +0.2% | +$1.27K | 0.23% | 124 |
|
|
2016
Q3 | $651K | Sell |
8,082
-450
| -5% | -$36.2K | 0.25% | 124 |
|
|
2016
Q2 | $627K | Sell |
8,532
-45
| -0.5% | -$3.31K | 0.25% | 108 |
|
|
2016
Q1 | $573K | Sell |
8,577
-180
| -2% | -$12K | 0.24% | 106 |
|
|
2015
Q4 | $531K | Buy |
8,757
+675
| +8% | +$40.9K | 0.22% | 117 |
|
|
2015
Q3 | $413K | Buy |
8,082
+468
| +6% | +$23.9K | 0.21% | 114 |
|
|
2015
Q2 | $410K | Buy |
7,614
+738
| +11% | +$39.7K | 0.24% | 108 |
|
|
2015
Q1 | $386K | Buy |
+6,876
| New | +$386K | 0.19% | 137 |
|
|
2014
Q4 | – | Sell |
-7,218
| Closed | -$370K | – | 205 |
|
|
2014
Q3 | $370K | Buy |
7,218
+306
| +4% | +$15.7K | 0.2% | 133 |
|
|
2014
Q2 | $316K | Sell |
6,912
-5,445
| -44% | -$249K | 0.19% | 149 |
|
|
2014
Q1 | $601K | Buy |
12,357
+6,048
| +96% | +$294K | 0.41% | 81 |
|
|
2013
Q4 | $269K | Buy |
+6,309
| New | +$269K | 0.2% | 162 |
|