HHGA
Halbert Hargrove Global Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
4,545
-316
| -7% | -$172K | 0.13% | 28 |
|
|
2025
Q1 | $2.41M | Buy |
4,861
+7
| +0.1% | +$3.47K | 0.14% | 28 |
|
|
2024
Q4 | $2.53M | Buy |
4,854
+303
| +7% | +$158K | 0.14% | 27 |
|
|
2024
Q3 | $2.24M | Sell |
4,551
-900
| -17% | -$442K | 0.12% | 27 |
|
|
2024
Q2 | $2.42M | Sell |
5,451
-400
| -7% | -$178K | 0.14% | 26 |
|
|
2024
Q1 | $2.34M | Buy |
5,851
+1,765
| +43% | +$704K | 0.15% | 29 |
|
|
2023
Q4 | $1.38M | Buy |
4,086
+61
| +2% | +$20.6K | 0.09% | 36 |
|
|
2023
Q3 | $1.18M | Buy |
+4,025
| New | +$1.18M | 0.09% | 36 |
|
|
2023
Q2 | – | Sell |
-982
| Closed | -$251K | – | 122 |
|
|
2023
Q1 | $251K | Buy |
982
+33
| +3% | +$8.43K | 0.02% | 129 |
|
|
2022
Q4 | $252K | Buy |
+949
| New | +$252K | 0.02% | 124 |
|
|
2022
Q3 | – | Sell |
-1,065
| Closed | -$214K | – | 148 |
|
|
2022
Q2 | $214K | Buy |
1,065
+91
| +9% | +$18.3K | 0.02% | 134 |
|
|
2022
Q1 | $294K | Sell |
974
-7
| -0.7% | -$2.11K | 0.02% | 114 |
|
|
2021
Q4 | $352K | Buy |
981
+657
| +203% | +$236K | 0.02% | 98 |
|
|
2021
Q3 | $322K | Buy |
324
+34
| +12% | +$33.8K | 0.02% | 93 |
|
|
2021
Q2 | $266K | Buy |
290
+3
| +1% | +$2.75K | 0.02% | 117 |
|
|
2021
Q1 | $212K | Buy |
287
+7
| +3% | +$5.17K | 0.02% | 119 |
|
|
2020
Q4 | $229K | Buy |
+280
| New | +$229K | 0.02% | 101 |
|
|
2014
Q2 | – | Sell |
-616
| Closed | -$270K | – | 131 |
|
|
2014
Q1 | $270K | Buy |
616
+83
| +16% | +$36.4K | 0.08% | 93 |
|
|
2013
Q4 | $205K | Sell |
533
-142
| -21% | -$54.6K | 0.06% | 121 |
|
|
2013
Q3 | $254K | Sell |
675
-255
| -27% | -$96K | 0.08% | 93 |
|
|
2013
Q2 | $471K | Buy |
+930
| New | +$471K | 0.17% | 48 |
|