Great Valley Advisor Group’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 | $1.9M | Buy |
3,499
+561
| +19% | +$305K | 0.04% | 325 |
|
|
2025
Q1 | $1.45M | Buy |
2,938
+217
| +8% | +$107K | 0.03% | 372 |
|
|
2024
Q4 | $1.42M | Buy |
2,721
+178
| +7% | +$92.9K | 0.03% | 376 |
|
|
2024
Q3 | $1.25M | Buy |
2,543
+66
| +3% | +$32.4K | 0.03% | 392 |
|
|
2024
Q2 | $1.1M | Buy |
2,477
+189
| +8% | +$84.1K | 0.03% | 369 |
|
|
2024
Q1 | $913K | Buy |
2,288
+359
| +19% | +$143K | 0.03% | 381 |
|
|
2023
Q4 | $651K | Buy |
1,929
+214
| +12% | +$72.2K | 0.02% | 404 |
|
|
2023
Q3 | $501K | Buy |
1,715
+125
| +8% | +$36.5K | 0.02% | 434 |
|
|
2023
Q2 | $544K | Sell |
1,590
-575
| -27% | -$197K | 0.02% | 420 |
|
|
2023
Q1 | $553K | Sell |
2,165
-204
| -9% | -$52.1K | 0.03% | 418 |
|
|
2022
Q4 | $629K | Sell |
2,369
-462
| -16% | -$123K | 0.03% | 399 |
|
|
2022
Q3 | $531K | Sell |
2,831
-2,442
| -46% | -$458K | 0.03% | 409 |
|
|
2022
Q2 | $1.06M | Buy |
5,273
+4,513
| +594% | +$906K | 0.06% | 295 |
|
|
2022
Q1 | $246K | Buy |
760
+193
| +34% | +$62.5K | 0.01% | 527 |
|
|
2021
Q4 | $266K | Sell |
567
-270
| -32% | -$127K | 0.02% | 515 |
|
|
2021
Q3 | $277K | Buy |
+837
| New | +$277K | 0.02% | 483 |
|