Global Retirement Partners’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 | $7.39M | Buy |
+13,593
| New | +$7.39M | 0.18% | 105 |
|
|
2024
Q4 | $6.26M | Buy |
11,994
+1,238
| +12% | +$646K | 0.18% | 109 |
|
|
2024
Q3 | $5.28M | Sell |
10,756
-322
| -3% | -$158K | 0.16% | 128 |
|
|
2024
Q2 | $4.93M | Buy |
11,078
+9,458
| +584% | +$4.21M | 0.15% | 137 |
|
|
2024
Q1 | $647K | Sell |
1,620
-59
| -4% | -$23.5K | 0.02% | 466 |
|
|
2023
Q4 | $608K | Sell |
1,679
-173
| -9% | -$62.7K | 0.03% | 447 |
|
|
2023
Q3 | $538K | Buy |
1,852
+167
| +10% | +$48.5K | 0.03% | 420 |
|
|
2023
Q2 | $576K | Buy |
1,685
+332
| +25% | +$114K | 0.03% | 417 |
|
|
2023
Q1 | $413K | Buy |
1,353
+29
| +2% | +$8.85K | 0.02% | 465 |
|
|
2022
Q4 | $351K | Sell |
1,324
-132
| -9% | -$35K | 0.02% | 438 |
|
|
2022
Q3 | $359K | Sell |
1,456
-7,362
| -83% | -$1.82M | 0.03% | 415 |
|
|
2022
Q2 | $1.77M | Buy |
8,818
+119
| +1% | +$23.9K | 0.14% | 158 |
|
|
2022
Q1 | $1.9M | Sell |
8,699
-47
| -0.5% | -$10.3K | 0.15% | 149 |
|
|
2021
Q4 | $3.14M | Buy |
8,746
+277
| +3% | +$99.5K | 2.43% | 10 |
|
|
2021
Q3 | $2.81M | Buy |
8,469
+183
| +2% | +$60.6K | 0.28% | 68 |
|
|
2021
Q2 | $2.54M | Buy |
8,286
+693
| +9% | +$212K | 0.26% | 76 |
|
|
2021
Q1 | $1.87M | Buy |
7,593
+1,317
| +21% | +$324K | 0.22% | 100 |
|
|
2020
Q4 | $1.71M | Buy |
6,276
+930
| +17% | +$254K | 0.21% | 95 |
|
|
2020
Q3 | $1.26M | Buy |
5,346
+4,194
| +364% | +$992K | 0.19% | 121 |
|
|
2020
Q2 | $219K | Buy |
1,152
+234
| +25% | +$44.5K | 0.03% | 335 |
|
|
2020
Q1 | $152K | Buy |
918
+48
| +6% | +$7.95K | 0.03% | 367 |
|
|
2019
Q4 | $171K | Buy |
870
+24
| +3% | +$4.72K | 0.03% | 393 |
|
|
2019
Q3 | $152K | Sell |
846
-207
| -20% | -$37.2K | 0.03% | 408 |
|
|
2019
Q2 | $184K | Buy |
1,053
+1,017
| +2,825% | +$178K | 0.04% | 355 |
|
|
2019
Q1 | $7K | Hold |
36
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q4 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 1108 |
|
|
2017
Q1 | – | Sell |
-63
| Closed | -$4K | – | 1114 |
|
|
2016
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 881 |
|