Everett Harris & Co’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
5,083
-50
| -1% | -$27.2K | 0.04% | 96 |
|
|
2025
Q1 | $2.54M | Hold |
5,133
| – | – | 0.03% | 94 |
|
|
2024
Q4 | $2.68M | Sell |
5,133
-145
| -3% | -$75.7K | 0.03% | 90 |
|
|
2024
Q3 | $2.59M | Hold |
5,278
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $2.35M | Hold |
5,278
| – | – | 0.03% | 93 |
|
|
2024
Q1 | $2.11M | Hold |
5,278
| – | – | 0.03% | 100 |
|
|
2023
Q4 | $1.78M | Hold |
5,278
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $1.54M | Sell |
5,278
-305
| -5% | -$89.1K | 0.02% | 105 |
|
|
2023
Q2 | $1.91M | Buy |
5,583
+5
| +0.1% | +$1.71K | 0.03% | 98 |
|
|
2023
Q1 | $1.43M | Buy |
5,578
+180
| +3% | +$46K | 0.02% | 113 |
|
|
2022
Q4 | $1.43M | Sell |
5,398
-8,400
| -61% | -$2.23M | 0.02% | 109 |
|
|
2022
Q3 | $2.59M | Hold |
13,798
| – | – | 0.05% | 81 |
|
|
2022
Q2 | $2.77M | Sell |
13,798
-39
| -0.3% | -$7.83K | 0.05% | 82 |
|
|
2022
Q1 | $4.17M | Buy |
13,837
+97
| +0.7% | +$29.3K | 0.06% | 77 |
|
|
2021
Q4 | $4.94M | Buy |
13,740
+60
| +0.4% | +$21.6K | 0.07% | 76 |
|
|
2021
Q3 | $4.53M | Hold |
13,680
| – | – | 0.07% | 74 |
|
|
2021
Q2 | $4.19M | Hold |
13,680
| – | – | 0.07% | 76 |
|
|
2021
Q1 | $3.37M | Hold |
13,680
| – | – | 0.06% | 77 |
|
|
2020
Q4 | $3.73M | Hold |
13,680
| – | – | 0.07% | 75 |
|
|
2020
Q3 | $3.24M | Sell |
13,680
-120
| -0.9% | -$28.4K | 0.06% | 80 |
|
|
2020
Q2 | $2.62M | Hold |
13,800
| – | – | 0.06% | 82 |
|
|
2020
Q1 | $2.28M | Buy |
13,800
+9,900
| +254% | +$1.63M | 0.06% | 82 |
|
|
2019
Q4 | $768K | Hold |
3,900
| – | – | 0.02% | 152 |
|
|
2019
Q3 | $702K | Buy |
3,900
+450
| +13% | +$81K | 0.02% | 154 |
|
|
2019
Q2 | $603K | Sell |
3,450
-375
| -10% | -$65.5K | 0.02% | 161 |
|
|
2019
Q1 | $727K | Sell |
3,825
-300
| -7% | -$57K | 0.02% | 144 |
|
|
2018
Q4 | $659K | Hold |
4,125
| – | – | 0.02% | 142 |
|
|
2018
Q3 | $789K | Sell |
4,125
-1,350
| -25% | -$258K | 0.02% | 145 |
|
|
2018
Q2 | $873K | Hold |
5,475
| – | – | 0.02% | 131 |
|
|
2018
Q1 | $753K | Buy |
+5,475
| New | +$753K | 0.02% | 142 |
|