Hillsdale Investment Management’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 | $1.59M | Buy |
2,929
+2,190
| +296% | +$1.19M | 0.06% | 295 |
|
2025
Q1 | $366K | Buy |
739
+40
| +6% | +$19.8K | 0.02% | 377 |
|
2024
Q4 | $365K | Buy |
699
+200
| +40% | +$104K | 0.02% | 366 |
|
2024
Q3 | $245K | Buy |
+499
| New | +$245K | 0.02% | 387 |
|
2024
Q2 | – | Sell |
-280
| Closed | -$112K | – | 638 |
|
2024
Q1 | $112K | Hold |
280
| – | – | 0.01% | 421 |
|
2023
Q4 | $94.5K | Buy |
280
+125
| +81% | +$42.2K | 0.01% | 413 |
|
2023
Q3 | $45.3K | Buy |
155
+120
| +343% | +$35.1K | ﹤0.01% | 424 |
|
2023
Q2 | $12K | Sell |
35
-1,760
| -98% | -$602K | ﹤0.01% | 429 |
|
2023
Q1 | $459K | Buy |
+1,795
| New | +$459K | 0.04% | 334 |
|
2022
Q3 | – | Sell |
-80
| Closed | -$16K | – | 572 |
|
2022
Q2 | $16K | Sell |
80
-80
| -50% | -$16K | ﹤0.01% | 478 |
|
2022
Q1 | $48K | Sell |
160
-2,148
| -93% | -$644K | ﹤0.01% | 472 |
|
2021
Q4 | $829K | Sell |
2,308
-161
| -7% | -$57.8K | 0.06% | 280 |
|
2021
Q3 | $818K | Buy |
2,469
+369
| +18% | +$122K | 0.06% | 290 |
|
2021
Q2 | $644K | Buy |
+2,100
| New | +$644K | 0.05% | 323 |
|
2020
Q4 | – | Sell |
-150
| Closed | -$35K | – | 627 |
|
2020
Q3 | $35K | Buy |
+150
| New | +$35K | ﹤0.01% | 443 |
|
2019
Q1 | – | Sell |
-2,400
| Closed | -$383K | – | 641 |
|
2018
Q4 | $383K | Hold |
2,400
| – | – | 0.05% | 331 |
|
2018
Q3 | $459K | Hold |
2,400
| – | – | 0.06% | 196 |
|
2018
Q2 | $383K | Buy |
+2,400
| New | +$383K | 0.05% | 248 |
|
2015
Q2 | – | Sell |
-6,300
| Closed | -$354K | – | 535 |
|
2015
Q1 | $354K | Buy |
6,300
+1,800
| +40% | +$101K | 0.09% | 220 |
|
2014
Q4 | $264K | Buy |
+4,500
| New | +$264K | 0.07% | 279 |
|