Heartland Bank & Trust’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 | $1.1M | Sell |
2,027
-41
| -2% | -$22.3K | 0.52% | 38 |
|
|
2025
Q1 | $1.02M | Buy |
2,068
+232
| +13% | +$115K | 0.53% | 38 |
|
|
2024
Q4 | $958K | Sell |
1,836
-326
| -15% | -$170K | 0.52% | 39 |
|
|
2024
Q3 | $1.06M | Sell |
2,162
-82
| -4% | -$40.3K | 0.57% | 34 |
|
|
2024
Q2 | $998K | Sell |
2,244
-259
| -10% | -$115K | 0.57% | 31 |
|
|
2024
Q1 | $999K | Sell |
2,503
-234
| -9% | -$93.4K | 0.58% | 39 |
|
|
2023
Q4 | $923K | Buy |
2,737
+103
| +4% | +$34.7K | 0.64% | 32 |
|
|
2023
Q3 | $770K | Buy |
2,634
+395
| +18% | +$115K | 0.61% | 41 |
|
|
2023
Q2 | $766K | Buy |
2,239
+27
| +1% | +$9.23K | 0.6% | 43 |
|
|
2023
Q1 | $565K | Buy |
+2,212
| New | +$565K | 0.43% | 71 |
|
|
2022
Q2 | – | Sell |
-3,527
| Closed | -$1.06M | – | 131 |
|
|
2022
Q1 | $1.06M | Buy |
3,527
+1,006
| +40% | +$303K | 0.81% | 30 |
|
|
2021
Q4 | $906K | Buy |
2,521
+46
| +2% | +$16.5K | 0.67% | 42 |
|
|
2021
Q3 | $820K | Buy |
2,475
+93
| +4% | +$30.8K | 0.71% | 41 |
|
|
2021
Q2 | $730K | Sell |
2,382
-1,023
| -30% | -$314K | 0.67% | 42 |
|
|
2021
Q1 | $839K | Buy |
3,405
+846
| +33% | +$208K | 0.77% | 41 |
|
|
2020
Q4 | $698K | Buy |
+2,559
| New | +$698K | 0.62% | 50 |
|