IEQ Capital’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 | $18.7M | Buy |
34,361
+7,036
| +26% | +$3.82M | 0.11% | 136 |
|
|
2025
Q1 | $13.5M | Buy |
27,325
+5,498
| +25% | +$2.72M | 0.11% | 147 |
|
|
2024
Q4 | $11.4M | Sell |
21,827
-8,173
| -27% | -$4.27M | 0.11% | 115 |
|
|
2024
Q3 | $14.7M | Buy |
30,000
+2,960
| +11% | +$1.45M | 0.18% | 81 |
|
|
2024
Q2 | $12M | Buy |
27,040
+2,616
| +11% | +$1.16M | 0.16% | 87 |
|
|
2024
Q1 | $9.75M | Buy |
24,424
+1,953
| +9% | +$779K | 0.14% | 105 |
|
|
2023
Q4 | $7.58M | Buy |
22,471
+3,033
| +16% | +$1.02M | 0.13% | 113 |
|
|
2023
Q3 | $5.68M | Buy |
19,438
+3,314
| +21% | +$969K | 0.12% | 121 |
|
|
2023
Q2 | $5.51M | Buy |
16,124
+2,088
| +15% | +$714K | 0.11% | 124 |
|
|
2023
Q1 | $3.59M | Sell |
14,036
-2,745
| -16% | -$701K | 0.08% | 171 |
|
|
2022
Q4 | $4.45M | Buy |
16,781
+1,056
| +7% | +$280K | 0.12% | 137 |
|
|
2022
Q3 | $2.95M | Buy |
15,725
+2,942
| +23% | +$551K | 0.08% | 174 |
|
|
2022
Q2 | $2.57M | Buy |
12,783
+1,247
| +11% | +$250K | 0.08% | 172 |
|
|
2022
Q1 | $3.48M | Buy |
11,536
+191
| +2% | +$57.6K | 0.08% | 145 |
|
|
2021
Q4 | $4.08M | Buy |
11,345
+623
| +6% | +$224K | 0.09% | 124 |
|
|
2021
Q3 | $3.55M | Buy |
10,722
+4,359
| +69% | +$1.44M | 0.09% | 126 |
|
|
2021
Q2 | $1.95M | Buy |
6,363
+2,340
| +58% | +$717K | 0.06% | 180 |
|
|
2021
Q1 | $990K | Buy |
+4,023
| New | +$990K | 0.04% | 201 |
|
|
2020
Q4 | – | Sell |
-2,445
| Closed | -$578K | – | 304 |
|
|
2020
Q3 | $578K | Buy |
+2,445
| New | +$578K | 0.03% | 218 |
|
|
2020
Q2 | – | Sell |
-1,890
| Closed | -$312K | – | 365 |
|
|
2020
Q1 | $312K | Buy |
1,890
+66
| +4% | +$10.9K | 0.03% | 272 |
|
|
2019
Q4 | $360K | Buy |
+1,824
| New | +$360K | 0.03% | 277 |
|