HVIA
Hudson Valley Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5M | Sell |
67,221
-1,245
| -2% | -$677K | 4% | 5 |
|
|
2025
Q1 | $33.9M | Sell |
68,466
-1,835
| -3% | -$909K | 4.05% | 3 |
|
|
2024
Q4 | $36.7M | Hold |
70,301
| – | – | 4.16% | 5 |
|
|
2024
Q3 | $34.5M | Sell |
70,301
-1,319
| -2% | -$648K | 3.82% | 6 |
|
|
2024
Q2 | $23.6M | Sell |
71,620
-31
| -0% | -$10.2K | 3.06% | 6 |
|
|
2024
Q1 | $28.6M | Buy |
71,651
+31
| +0% | +$12.4K | 3.42% | 5 |
|
|
2023
Q4 | $23.6M | Sell |
71,620
-33
| -0% | -$10.9K | 3.23% | 6 |
|
|
2023
Q3 | $20.9M | Hold |
71,653
| – | – | 2.95% | 6 |
|
|
2023
Q2 | $24.5M | Sell |
71,653
-2,250
| -3% | -$769K | 3.32% | 4 |
|
|
2023
Q1 | $18.9M | Hold |
73,903
| – | – | 2.64% | 6 |
|
|
2022
Q4 | $19.6M | Sell |
73,903
-1,260
| -2% | -$334K | 2.96% | 6 |
|
|
2022
Q3 | $14.1M | Hold |
75,163
| – | – | 2.26% | 9 |
|
|
2022
Q2 | $15.1M | Sell |
75,163
-4,657
| -6% | -$935K | 2.35% | 9 |
|
|
2022
Q1 | $24.1M | Sell |
79,820
-1,000
| -1% | -$302K | 3.23% | 5 |
|
|
2021
Q4 | $29M | Buy |
80,820
+53,880
| +200% | +$19.4M | 4.54% | 2 |
|
|
2021
Q3 | $26.8M | Hold |
26,940
| – | – | 4.59% | 2 |
|
|
2021
Q2 | $24.8M | Sell |
26,940
-1,675
| -6% | -$1.54M | 4.31% | 2 |
|
|
2021
Q1 | $21.1M | Sell |
28,615
-800
| -3% | -$591K | 3.78% | 2 |
|
|
2020
Q4 | $24.1M | Hold |
29,415
| – | – | 4.59% | 2 |
|
|
2020
Q3 | $20.9M | Sell |
29,415
-19
| -0.1% | -$13.5K | 4.5% | 2 |
|
|
2020
Q2 | $16.8M | Sell |
29,434
-3,231
| -10% | -$1.84M | 3.9% | 2 |
|
|
2020
Q1 | $16.2M | Sell |
32,665
-13,050
| -29% | -$6.46M | 4.48% | 2 |
|
|
2019
Q4 | $27M | Hold |
45,715
| – | – | 5.77% | 1 |
|
|
2019
Q3 | $24.7M | Hold |
45,715
| – | – | 5.72% | 1 |
|
|
2019
Q2 | $24M | Hold |
45,715
| – | – | 5.56% | 1 |
|
|
2019
Q1 | $26.1M | Sell |
45,715
-2,803
| -6% | -$1.6M | 6.32% | 1 |
|
|
2018
Q4 | $23.2M | Hold |
48,518
| – | – | 5.36% | 1 |
|
|
2018
Q3 | $27.8M | Hold |
48,518
| – | – | 6.46% | 1 |
|
|
2018
Q2 | $23.2M | Sell |
48,518
-300
| -0.6% | -$144K | 5.71% | 2 |
|
|
2018
Q1 | $20.2M | Sell |
48,818
-3,175
| -6% | -$1.31M | 5.08% | 2 |
|
|
2017
Q4 | $19M | Buy |
51,993
+34,663
| +200% | +$12.6M | 4.69% | 2 |
|
|
2017
Q3 | $18.1M | Sell |
17,330
-600
| -3% | -$628K | 4.7% | 2 |
|
|
2017
Q2 | $16.8M | Hold |
17,930
| – | – | 4.62% | 2 |
|
|
2017
Q1 | $13.7M | Sell |
17,930
-1,150
| -6% | -$881K | 3.83% | 2 |
|
|
2016
Q4 | $12.1M | Hold |
19,080
| – | – | 3.57% | 3 |
|
|
2016
Q3 | $13.8M | Sell |
19,080
-380
| -2% | -$275K | 4.3% | 3 |
|
|
2016
Q2 | $12.9M | Sell |
19,460
-3,800
| -16% | -$2.51M | 4.13% | 3 |
|
|
2016
Q1 | $14M | Sell |
23,260
-8,050
| -26% | -$4.84M | 4.54% | 2 |
|
|
2015
Q4 | $17.1M | Sell |
31,310
-2,000
| -6% | -$1.09M | 5.33% | 3 |
|
|
2015
Q3 | $15.3M | Hold |
33,310
| – | – | 4.96% | 3 |
|
|
2015
Q2 | $16.1M | Buy |
33,310
+14,980
| +82% | +$7.26M | 5.04% | 3 |
|
|
2015
Q1 | $9.26M | Buy |
+18,330
| New | +$9.26M | 3.13% | 3 |
|
|
2013
Q3 | – | Sell |
-12,600
| Closed | -$6.38M | – | 123 |
|
|
2013
Q2 | $6.38M | Buy |
+12,600
| New | +$6.38M | 3.05% | 5 |
|