Glen Eagle Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $159K | Buy |
345
+26
| +8% | +$13.2K | 0.02% | 286 |
|
|
2025
Q4 | $181K | Buy |
319
+36
| +13% | +$19.2K | 0.02% | 269 |
|
|
2025
Q3 | $127K | Hold |
283
| – | – | 0.02% | 304 |
|
|
2025
Q2 | $154K | Hold |
283
| – | – | 0.02% | 276 |
|
|
2025
Q1 | $140K | Sell |
283
-75
| -21% | -$41.5K | 0.02% | 278 |
|
|
2024
Q4 | $187K | Hold |
358
| – | – | 0.03% | 245 |
|
|
2024
Q3 | $176K | Hold |
358
| – | – | 0.03% | 256 |
|
|
2024
Q2 | $159K | Buy |
358
+87
| +32% | +$34.7K | 0.03% | 258 |
|
|
2024
Q1 | $108K | Hold |
271
| – | – | 0.02% | 299 |
|
|
2023
Q4 | $91.4K | Sell |
271
-15
| -5% | -$4.47K | 0.02% | 307 |
|
|
2023
Q3 | $83.6K | Buy |
286
+33
| +13% | +$10.3K | 0.02% | 314 |
|
|
2023
Q2 | $86.5K | Hold |
253
| – | – | 0.02% | 309 |
|
|
2023
Q1 | $64.6K | Buy |
253
+16
| +7% | +$3.94K | 0.02% | 342 |
|
|
2022
Q4 | $62.9K | Hold |
237
| – | – | 0.02% | 336 |
|
|
2022
Q3 | $44.4K | Hold |
237
| – | – | 0.01% | 362 |
|
|
2022
Q2 | $47.6K | Sell |
237
-27
| -10% | -$6.33K | 0.01% | 377 |
|
|
2022
Q1 | $79.6K | Hold |
264
| – | – | 0.02% | 310 |
|
|
2021
Q4 | $94.9K | Hold |
264
| – | – | 0.02% | 285 |
|
|
2021
Q3 | $87.5K | Hold |
264
| – | – | 0.03% | 290 |
|
|
2021
Q2 | $80.9K | Sell |
264
-60
| -19% | -$16.8K | 0.03% | 299 |
|
|
2021
Q1 | $79.8K | Buy |
324
+54
| +20% | +$13.6K | 0.03% | 278 |
|
|
2020
Q4 | $73.6K | Hold |
270
| – | – | 0.03% | 273 |
|
|
2020
Q3 | $63.9K | Hold |
270
| – | – | 0.03% | 274 |
|
|
2020
Q2 | $51.3K | Hold |
270
| – | – | 0.03% | 282 |
|
|
2020
Q1 | $44.6K | Sell |
270
-111
| -29% | -$20.3K | 0.03% | 275 |
|
|
2019
Q4 | $75.1K | Hold |
381
| – | – | 0.04% | 261 |
|
|
2019
Q3 | $68.6K | Hold |
381
| – | – | 0.05% | 252 |
|
|
2019
Q2 | $66.6K | Hold |
381
| – | – | 0.05% | 247 |
|
|
2019
Q1 | $72.5K | Hold |
381
| – | – | 0.05% | 233 |
|
|
2018
Q4 | $60.8K | Hold |
381
| – | – | 0.05% | 228 |
|
|
2018
Q3 | $72.9K | Hold |
381
| – | – | 0.05% | 230 |
|
|
2018
Q2 | $60.8K | Buy |
381
+216
| +131% | +$32.9K | 0.05% | 241 |
|
|
2018
Q1 | $22.7K | Hold |
165
| – | – | 0.02% | 330 |
|
|
2017
Q4 | $20.1K | Buy |
165
+75
| +83% | +$9.39K | 0.02% | 338 |
|
|
2017
Q3 | $10.5K | Hold |
90
| – | – | 0.01% | 428 |
|
|
2017
Q2 | $9.35K | Hold |
90
| – | – | 0.01% | 402 |
|
|
2017
Q1 | $7.66K | Hold |
90
| – | – | 0.01% | 409 |
|
|
2016
Q4 | $6.34K | Buy |
+90
| New | +$6.62K | 0.01% | 415 |
|
Other funds holding ISRG
VCM
VPM
