Financial Counselors Inc’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 | – | Sell |
-27,738
| Closed | -$13.7M | – | 265 |
|
|
2025
Q1 | $13.7M | Sell |
27,738
-4,295
| -13% | -$2.13M | 0.21% | 118 |
|
|
2024
Q4 | $16.7M | Buy |
32,033
+17
| +0.1% | +$8.87K | 0.24% | 99 |
|
|
2024
Q3 | $15.7M | Sell |
32,016
-5,584
| -15% | -$2.74M | 0.23% | 108 |
|
|
2024
Q2 | $16.7M | Buy |
37,600
+704
| +2% | +$313K | 0.27% | 93 |
|
|
2024
Q1 | $14.7M | Sell |
36,896
-529
| -1% | -$211K | 0.25% | 102 |
|
|
2023
Q4 | $12.6M | Buy |
37,425
+816
| +2% | +$275K | 0.23% | 111 |
|
|
2023
Q3 | $10.7M | Buy |
36,609
+2,712
| +8% | +$793K | 0.21% | 118 |
|
|
2023
Q2 | $11.6M | Sell |
33,897
-420
| -1% | -$144K | 0.24% | 111 |
|
|
2023
Q1 | $8.77M | Buy |
34,317
+1,494
| +5% | +$382K | 0.19% | 133 |
|
|
2022
Q4 | $8.71M | Sell |
32,823
-1,201
| -4% | -$319K | 0.2% | 134 |
|
|
2022
Q3 | $6.38M | Buy |
34,024
+3,279
| +11% | +$615K | 0.16% | 146 |
|
|
2022
Q2 | $6.17M | Buy |
30,745
+4,318
| +16% | +$867K | 0.14% | 152 |
|
|
2022
Q1 | $7.97M | Buy |
26,427
+917
| +4% | +$277K | 0.17% | 145 |
|
|
2021
Q4 | $9.17M | Buy |
25,510
+748
| +3% | +$269K | 0.19% | 139 |
|
|
2021
Q3 | $8.21M | Sell |
24,762
-1,398
| -5% | -$463K | 0.18% | 143 |
|
|
2021
Q2 | $8.02M | Buy |
26,160
+1,041
| +4% | +$319K | 0.17% | 147 |
|
|
2021
Q1 | $6.19M | Buy |
25,119
+2,235
| +10% | +$550K | 0.14% | 157 |
|
|
2020
Q4 | $6.24M | Buy |
22,884
+1,131
| +5% | +$308K | 0.16% | 152 |
|
|
2020
Q3 | $5.15M | Buy |
21,753
+2,718
| +14% | +$643K | 0.15% | 150 |
|
|
2020
Q2 | $3.62M | Buy |
19,035
+2,937
| +18% | +$558K | 0.12% | 177 |
|
|
2020
Q1 | $2.66M | Buy |
16,098
+1,788
| +12% | +$295K | 0.12% | 172 |
|
|
2019
Q4 | $2.82M | Buy |
14,310
+405
| +3% | +$79.8K | 0.1% | 187 |
|
|
2019
Q3 | $2.5M | Buy |
13,905
+3,168
| +30% | +$570K | 0.1% | 195 |
|
|
2019
Q2 | $1.88M | Buy |
10,737
+609
| +6% | +$106K | 0.08% | 216 |
|
|
2019
Q1 | $1.93M | Buy |
10,128
+315
| +3% | +$59.9K | 0.08% | 211 |
|
|
2018
Q4 | $1.57M | Buy |
9,813
+414
| +4% | +$66.1K | 0.08% | 221 |
|
|
2018
Q3 | $1.8M | Sell |
9,399
-2,100
| -18% | -$402K | 0.08% | 219 |
|
|
2018
Q2 | $1.83M | Buy |
11,499
+354
| +3% | +$56.5K | 0.08% | 216 |
|
|
2018
Q1 | $1.53M | Buy |
11,145
+495
| +5% | +$68.1K | 0.07% | 231 |
|
|
2017
Q4 | $1.3M | Buy |
10,650
+57
| +0.5% | +$6.94K | 0.06% | 260 |
|
|
2017
Q3 | $1.23M | Sell |
10,593
-297
| -3% | -$34.5K | 0.06% | 259 |
|
|
2017
Q2 | $1.13M | Sell |
10,890
-18
| -0.2% | -$1.87K | 0.06% | 276 |
|
|
2017
Q1 | $929K | Sell |
10,908
-441
| -4% | -$37.6K | 0.05% | 285 |
|
|
2016
Q4 | $800K | Buy |
+11,349
| New | +$800K | 0.04% | 298 |
|
|
2016
Q2 | $584K | Buy |
+7,947
| New | +$584K | 0.03% | 301 |
|
|
2013
Q3 | – | Sell |
-40,950
| Closed | -$2.3M | – | 402 |
|
|
2013
Q2 | $2.3M | Buy |
+40,950
| New | +$2.3M | 0.19% | 150 |
|