Harbor Investment Advisory’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 | $2.98M | Buy |
5,479
+95
| +2% | +$51.6K | 0.27% | 78 |
|
|
2025
Q1 | $2.67M | Buy |
5,384
+2,749
| +104% | +$1.36M | 0.26% | 77 |
|
|
2024
Q4 | $1.38M | Buy |
2,635
+254
| +11% | +$133K | 0.13% | 122 |
|
|
2024
Q3 | $1.17M | Buy |
2,381
+9
| +0.4% | +$4.42K | 0.12% | 141 |
|
|
2024
Q2 | $1.06M | Sell |
2,372
-4
| -0.2% | -$1.78K | 0.11% | 137 |
|
|
2024
Q1 | $948K | Buy |
2,376
+5
| +0.2% | +$2K | 0.1% | 160 |
|
|
2023
Q4 | $800K | Sell |
2,371
-59
| -2% | -$19.9K | 0.09% | 165 |
|
|
2023
Q3 | $710K | Buy |
2,430
+396
| +19% | +$116K | 0.09% | 164 |
|
|
2023
Q2 | $696K | Sell |
2,034
-287
| -12% | -$98.1K | 0.1% | 176 |
|
|
2023
Q1 | $593K | Buy |
2,321
+15
| +0.7% | +$3.83K | 0.09% | 185 |
|
|
2022
Q4 | $612K | Buy |
2,306
+19
| +0.8% | +$5.04K | 0.1% | 181 |
|
|
2022
Q3 | $429K | Sell |
2,287
-193
| -8% | -$36.2K | 0.07% | 215 |
|
|
2022
Q2 | $498K | Sell |
2,480
-292
| -11% | -$58.6K | 0.08% | 199 |
|
|
2022
Q1 | $836K | Buy |
2,772
+570
| +26% | +$172K | 0.11% | 156 |
|
|
2021
Q4 | $791K | Buy |
2,202
+51
| +2% | +$18.3K | 0.1% | 167 |
|
|
2021
Q3 | $713K | Sell |
2,151
-6
| -0.3% | -$1.99K | 0.1% | 173 |
|
|
2021
Q2 | $661K | Sell |
2,157
-324
| -13% | -$99.3K | 0.09% | 189 |
|
|
2021
Q1 | $611K | Hold |
2,481
| – | – | 0.09% | 187 |
|
|
2020
Q4 | $677K | Sell |
2,481
-57
| -2% | -$15.6K | 0.11% | 154 |
|
|
2020
Q3 | $600K | Buy |
2,538
+261
| +11% | +$61.7K | 0.11% | 145 |
|
|
2020
Q2 | $433K | Sell |
2,277
-711
| -24% | -$135K | 0.09% | 166 |
|
|
2020
Q1 | $493K | Buy |
2,988
+1,263
| +73% | +$208K | 0.13% | 134 |
|
|
2019
Q4 | $340K | Buy |
+1,725
| New | +$340K | 0.08% | 188 |
|