Gladstone Institutional Advisory’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 | $1.82M | Sell |
3,358
-108
| -3% | -$58.7K | 0.08% | 250 |
|
|
2025
Q1 | $1.72M | Buy |
3,466
+105
| +3% | +$52K | 0.08% | 247 |
|
|
2024
Q4 | $1.75M | Sell |
3,361
-386
| -10% | -$201K | 0.08% | 245 |
|
|
2024
Q3 | $1.84M | Sell |
3,747
-1,427
| -28% | -$701K | 0.09% | 237 |
|
|
2024
Q2 | $2.3M | Buy |
5,174
+421
| +9% | +$187K | 0.12% | 204 |
|
|
2024
Q1 | $1.9M | Buy |
4,753
+409
| +9% | +$163K | 0.1% | 210 |
|
|
2023
Q4 | $1.47M | Buy |
4,344
+1,569
| +57% | +$529K | 0.08% | 239 |
|
|
2023
Q3 | $811K | Sell |
2,775
-50
| -2% | -$14.6K | 0.05% | 300 |
|
|
2023
Q2 | $966K | Buy |
+2,825
| New | +$966K | 0.06% | 287 |
|
|
2022
Q2 | – | Sell |
-1,214
| Closed | -$366K | – | 693 |
|
|
2022
Q1 | $366K | Buy |
1,214
+538
| +80% | +$162K | 0.02% | 504 |
|
|
2021
Q4 | $243K | Sell |
676
-3,833
| -85% | -$1.38M | 0.02% | 520 |
|
|
2021
Q3 | $1.49M | Buy |
4,509
+3,099
| +220% | +$1.03M | 0.15% | 183 |
|
|
2021
Q2 | $432K | Buy |
+1,410
| New | +$432K | 0.05% | 320 |
|
|
2019
Q2 | – | Sell |
-1,122
| Closed | -$213K | – | 282 |
|
|
2019
Q1 | $213K | Buy |
+1,122
| New | +$213K | 0.08% | 197 |
|