HAG
HighPoint Advisor Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
7,153
-1,125
| -14% | -$611K | 0.21% | 87 |
|
|
2025
Q1 | $4.26M | Buy |
8,278
+3,118
| +60% | +$1.61M | 0.25% | 70 |
|
|
2024
Q4 | $3.05M | Buy |
5,160
+327
| +7% | +$193K | 0.17% | 110 |
|
|
2024
Q3 | $2.45M | Sell |
4,833
-235
| -5% | -$119K | 0.14% | 119 |
|
|
2024
Q2 | $2.19M | Sell |
5,068
-65
| -1% | -$28.1K | 0.13% | 132 |
|
|
2024
Q1 | $1.96M | Buy |
5,133
+1,631
| +47% | +$621K | 0.14% | 123 |
|
|
2023
Q4 | $1.37M | Buy |
+3,502
| New | +$1.37M | 0.1% | 168 |
|
|
2022
Q2 | $647K | Buy |
+3,152
| New | +$647K | 0.07% | 224 |
|
|
2021
Q3 | $940K | Sell |
946
-3
| -0.3% | -$2.98K | 0.09% | 181 |
|
|
2021
Q2 | $873K | Buy |
949
+240
| +34% | +$221K | 0.09% | 191 |
|
|
2021
Q1 | $556K | Sell |
709
-46
| -6% | -$36.1K | 0.06% | 248 |
|
|
2020
Q4 | $588K | Buy |
755
+149
| +25% | +$116K | 0.07% | 219 |
|
|
2020
Q3 | $441K | Buy |
606
+95
| +19% | +$69.1K | 0.08% | 206 |
|
|
2020
Q2 | $294K | Sell |
511
-447
| -47% | -$257K | 0.06% | 250 |
|
|
2020
Q1 | $493K | Buy |
958
+371
| +63% | +$191K | 0.12% | 148 |
|
|
2019
Q4 | $352K | Sell |
587
-1
| -0.2% | -$600 | 0.07% | 235 |
|
|
2019
Q3 | $322K | Sell |
588
-1
| -0.2% | -$548 | 0.07% | 237 |
|
|
2019
Q2 | $315K | Sell |
589
-144
| -20% | -$77K | 0.07% | 235 |
|
|
2019
Q1 | $360K | Sell |
733
-147
| -17% | -$72.2K | 0.09% | 207 |
|
|
2018
Q4 | $482K | Sell |
880
-5
| -0.6% | -$2.74K | 0.13% | 169 |
|
|
2018
Q3 | $453K | Sell |
885
-14
| -2% | -$7.17K | 0.12% | 173 |
|
|
2018
Q2 | $471K | Sell |
899
-53
| -6% | -$27.8K | 0.13% | 178 |
|
|
2018
Q1 | $461K | Sell |
952
-76
| -7% | -$36.8K | 0.13% | 180 |
|
|
2017
Q4 | $413K | Buy |
1,028
+96
| +10% | +$38.6K | 0.12% | 184 |
|
|
2017
Q3 | $354K | Buy |
932
+624
| +203% | +$237K | 0.11% | 193 |
|
|
2017
Q2 | $287K | Hold |
308
| – | – | 0.09% | 212 |
|
|
2017
Q1 | $287K | Buy |
+308
| New | +$287K | 0.09% | 212 |
|