Geneos Wealth Management’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 | $3.66M | Buy |
6,734
+3,783
| +128% | +$2.06M | 0.09% | 274 |
|
|
2025
Q1 | $2.56M | Buy |
2,951
+1,363
| +86% | +$1.18M | 0.04% | 428 |
|
|
2024
Q4 | $829K | Sell |
1,588
-225
| -12% | -$117K | 0.03% | 460 |
|
|
2024
Q3 | $891K | Buy |
1,813
+675
| +59% | +$332K | 0.03% | 433 |
|
|
2024
Q2 | $506K | Buy |
1,138
+372
| +49% | +$165K | 0.02% | 490 |
|
|
2024
Q1 | $306K | Sell |
766
-217
| -22% | -$86.6K | 0.01% | 597 |
|
|
2023
Q4 | $332K | Sell |
983
-14
| -1% | -$4.72K | 0.02% | 557 |
|
|
2023
Q3 | $291K | Sell |
997
-47
| -5% | -$13.7K | 0.02% | 585 |
|
|
2023
Q2 | $357K | Sell |
1,044
-89
| -8% | -$30.4K | 0.02% | 538 |
|
|
2023
Q1 | $289K | Sell |
1,133
-1,933
| -63% | -$494K | 0.02% | 560 |
|
|
2022
Q4 | $814K | Hold |
3,066
| – | – | 0.05% | 313 |
|
|
2022
Q3 | $574K | Buy |
3,066
+130
| +4% | +$24.3K | 0.04% | 367 |
|
|
2022
Q2 | $605K | Sell |
2,936
-30
| -1% | -$6.18K | 0.03% | 447 |
|
|
2022
Q1 | $894K | Sell |
2,966
-3,835
| -56% | -$1.16M | 0.04% | 383 |
|
|
2021
Q4 | $2.44M | Buy |
6,801
+30
| +0.4% | +$10.8K | 0.09% | 220 |
|
|
2021
Q3 | $2.28M | Buy |
6,771
+189
| +3% | +$63.6K | 0.09% | 224 |
|
|
2021
Q2 | $2.06M | Sell |
6,582
-3,657
| -36% | -$1.14M | 0.08% | 237 |
|
|
2021
Q1 | $2.95M | Buy |
10,239
+603
| +6% | +$174K | 0.08% | 240 |
|
|
2020
Q4 | $1.52M | Buy |
9,636
+9,564
| +13,283% | +$1.51M | 0.06% | 272 |
|
|
2020
Q3 | $16K | Sell |
72
-4,011
| -98% | -$891K | ﹤0.01% | 1754 |
|
|
2020
Q2 | $748K | Sell |
4,083
-120
| -3% | -$22K | 0.04% | 330 |
|
|
2020
Q1 | $687K | Buy |
4,203
+3,072
| +272% | +$502K | 0.05% | 319 |
|
|
2019
Q4 | $225K | Sell |
1,131
-45
| -4% | -$8.95K | 0.01% | 660 |
|
|
2019
Q3 | $209K | Sell |
1,176
-12
| -1% | -$2.13K | 0.01% | 650 |
|
|
2019
Q2 | $207K | Hold |
1,188
| – | – | 0.01% | 657 |
|
|
2019
Q1 | $225K | Sell |
1,188
-66
| -5% | -$12.5K | 0.01% | 608 |
|
|
2018
Q4 | $196K | Buy |
1,254
+186
| +17% | +$29.1K | 0.01% | 609 |
|
|
2018
Q3 | $204K | Buy |
1,068
+27
| +3% | +$5.16K | 0.01% | 636 |
|
|
2018
Q2 | $166K | Sell |
1,041
-192
| -16% | -$30.6K | 0.01% | 612 |
|
|
2018
Q1 | $169K | Buy |
1,233
+192
| +18% | +$26.3K | 0.01% | 581 |
|
|
2017
Q4 | $126K | Sell |
1,041
-3
| -0.3% | -$363 | 0.01% | 674 |
|
|
2017
Q3 | $121K | Sell |
1,044
-90
| -8% | -$10.4K | 0.01% | 645 |
|
|
2017
Q2 | $117K | Sell |
1,134
-45
| -4% | -$4.64K | 0.01% | 638 |
|
|
2017
Q1 | $100K | Sell |
1,179
-9
| -0.8% | -$763 | 0.01% | 660 |
|
|
2016
Q4 | $83K | Hold |
1,188
| – | – | 0.01% | 664 |
|
|
2016
Q3 | $95K | Buy |
1,188
+63
| +6% | +$5.04K | 0.01% | 616 |
|
|
2016
Q2 | $83K | Hold |
1,125
| – | – | 0.01% | 641 |
|
|
2016
Q1 | $75K | Buy |
+1,125
| New | +$75K | 0.01% | 662 |
|