Hantz Financial Services’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 | $12.8M | Sell |
27,819
-3,953
| -12% | -$2M | 0.2% | 75 |
|
|
2025
Q4 | $18M | Buy |
31,772
+16,322
| +106% | +$8.69M | 0.27% | 58 |
|
|
2025
Q3 | $6.91M | Sell |
15,450
-142
| -0.9% | -$68.1K | 0.1% | 175 |
|
|
2025
Q2 | $8.47M | Buy |
15,592
+652
| +4% | +$341K | 0.14% | 145 |
|
|
2025
Q1 | $7.4M | Buy |
14,940
+262
| +2% | +$145K | 0.13% | 167 |
|
|
2024
Q4 | $7.66M | Buy |
14,678
+535
| +4% | +$279K | 0.13% | 163 |
|
|
2024
Q3 | $6.95M | Buy |
14,143
+663
| +5% | +$309K | 0.12% | 181 |
|
|
2024
Q2 | $6M | Buy |
13,480
+177
| +1% | +$70.5K | 0.12% | 189 |
|
|
2024
Q1 | $5.31M | Buy |
13,303
+298
| +2% | +$113K | 0.1% | 212 |
|
|
2023
Q4 | $4.39M | Buy |
13,005
+145
| +1% | +$43.2K | 0.1% | 228 |
|
|
2023
Q3 | $3.76M | Buy |
12,860
+439
| +4% | +$137K | 0.1% | 225 |
|
|
2023
Q2 | $4.25M | Buy |
12,421
+204
| +2% | +$61.7K | 0.11% | 214 |
|
|
2023
Q1 | $3.12M | Buy |
12,217
+456
| +4% | +$112K | 0.09% | 247 |
|
|
2022
Q4 | $3.12M | Buy |
11,761
+4,688
| +66% | +$1.14M | 0.09% | 232 |
|
|
2022
Q3 | $1.33M | Sell |
7,073
-50,996
| -88% | -$11M | 0.05% | 320 |
|
|
2022
Q2 | $11.7M | Buy |
58,069
+797
| +1% | +$187K | 0.39% | 72 |
|
|
2022
Q1 | $17.3M | Buy |
57,272
+4,460
| +8% | +$1.3M | 0.51% | 41 |
|
|
2021
Q4 | $19M | Buy |
52,812
+6,348
| +14% | +$2.18M | 0.55% | 44 |
|
|
2021
Q3 | $15.4M | Buy |
46,464
+3,834
| +9% | +$1.29M | 0.5% | 48 |
|
|
2021
Q2 | $13.1M | Buy |
42,630
+1,269
| +3% | +$356K | 0.48% | 48 |
|
|
2021
Q1 | $10.2M | Buy |
41,361
+1,902
| +5% | +$479K | 0.42% | 58 |
|
|
2020
Q4 | $10.8M | Buy |
39,459
+1,569
| +4% | +$390K | 0.48% | 50 |
|
|
2020
Q3 | $8.96M | Buy |
+37,890
| New | +$8.51M | 0.46% | 52 |
|
Other funds holding ISRG
VCM
VPM
