First Heartland Consultants’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 | $840K | Sell |
1,545
-6
| -0.4% | -$3.26K | 0.07% | 189 |
|
|
2025
Q1 | $768K | Sell |
1,551
-179
| -10% | -$88.7K | 0.08% | 182 |
|
|
2024
Q4 | $903K | Sell |
1,730
-41
| -2% | -$21.4K | 0.09% | 158 |
|
|
2024
Q3 | $870K | Buy |
1,771
+3
| +0.2% | +$1.47K | 0.09% | 155 |
|
|
2024
Q2 | $787 | Buy |
1,768
+22
| +1% | +$10 | 0.05% | 199 |
|
|
2024
Q1 | $697K | Sell |
1,746
-24
| -1% | -$9.58K | 0.07% | 207 |
|
|
2023
Q4 | $597K | Sell |
1,770
-30
| -2% | -$10.1K | 0.07% | 190 |
|
|
2023
Q3 | $526K | Buy |
1,800
+100
| +6% | +$29.2K | 0.07% | 204 |
|
|
2023
Q2 | $581K | Buy |
1,700
+30
| +2% | +$10.3K | 0.08% | 190 |
|
|
2023
Q1 | $427K | Hold |
1,670
| – | – | 0.06% | 225 |
|
|
2022
Q4 | $443K | Buy |
1,670
+63
| +4% | +$16.7K | 0.07% | 215 |
|
|
2022
Q3 | $301 | Sell |
1,607
-197
| -11% | -$37 | 0.03% | 256 |
|
|
2022
Q2 | $362K | Buy |
1,804
+1
| +0.1% | +$201 | 0.06% | 226 |
|
|
2022
Q1 | $543K | Sell |
1,803
-52
| -3% | -$15.7K | 0.08% | 173 |
|
|
2021
Q4 | $666 | Buy |
1,855
+1
| +0.1% | – | 0.03% | 159 |
|
|
2021
Q3 | $614K | Buy |
1,854
+57
| +3% | +$18.9K | 0.09% | 174 |
|
|
2021
Q2 | $551K | Buy |
1,797
+57
| +3% | +$17.5K | 0.08% | 199 |
|
|
2021
Q1 | $429K | Buy |
1,740
+387
| +29% | +$95.4K | 0.07% | 226 |
|
|
2020
Q4 | $369K | Sell |
1,353
-117
| -8% | -$31.9K | 0.06% | 210 |
|
|
2020
Q3 | $348K | Buy |
1,470
+30
| +2% | +$7.1K | 0.07% | 189 |
|
|
2020
Q2 | $274K | Buy |
+1,440
| New | +$274K | 0.05% | 221 |
|
|
2019
Q3 | – | Sell |
-1,164
| Closed | -$204K | – | 296 |
|
|
2019
Q2 | $204K | Sell |
1,164
-129
| -10% | -$22.6K | 0.05% | 272 |
|
|
2019
Q1 | $246K | Buy |
+1,293
| New | +$246K | 0.07% | 227 |
|
|
2014
Q3 | – | Sell |
-5,355
| Closed | -$245K | – | 259 |
|
|
2014
Q2 | $245K | Hold |
5,355
| – | – | 0.11% | 202 |
|
|
2014
Q1 | $261K | Hold |
5,355
| – | – | 0.13% | 189 |
|
|
2013
Q4 | $229K | Hold |
5,355
| – | – | 0.13% | 164 |
|
|
2013
Q3 | $222K | Buy |
+5,355
| New | +$222K | 0.13% | 185 |
|