IFP Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
3,339
-2,319
| -41% | -$1.29M | 0.05% | 370 |
|
|
2025
Q1 | $2.8M | Buy |
5,658
+3,484
| +160% | +$1.73M | 0.09% | 276 |
|
|
2024
Q4 | $1.13M | Buy |
2,174
+13
| +0.6% | +$6.78K | 0.04% | 496 |
|
|
2024
Q3 | $1.06M | Buy |
2,161
+192
| +10% | +$94.3K | 0.04% | 466 |
|
|
2024
Q2 | $876K | Buy |
1,969
+307
| +18% | +$137K | 0.03% | 481 |
|
|
2024
Q1 | $663K | Buy |
1,662
+109
| +7% | +$43.5K | 0.03% | 529 |
|
|
2023
Q4 | $524K | Buy |
1,553
+65
| +4% | +$21.9K | 0.02% | 572 |
|
|
2023
Q3 | $435K | Sell |
1,488
-32
| -2% | -$9.35K | 0.02% | 646 |
|
|
2023
Q2 | $520K | Sell |
1,520
-7,223
| -83% | -$2.47M | 0.02% | 635 |
|
|
2023
Q1 | $4.68M | Buy |
8,743
+2,214
| +34% | +$1.19M | 0.2% | 96 |
|
|
2022
Q4 | $3.52M | Sell |
6,529
-836
| -11% | -$451K | 0.09% | 213 |
|
|
2022
Q3 | $3.98M | Buy |
7,365
+449
| +6% | +$242K | 0.1% | 200 |
|
|
2022
Q2 | $3.74M | Hold |
6,916
| – | – | 0.12% | 190 |
|
|
2022
Q1 | $3.74M | Buy |
6,916
+832
| +14% | +$449K | 0.12% | 190 |
|
|
2021
Q4 | $2.2M | Buy |
6,084
+4,908
| +417% | +$1.78M | 0.04% | 240 |
|
|
2021
Q3 | $391K | Sell |
1,176
-324
| -22% | -$108K | 0.01% | 647 |
|
|
2021
Q2 | $463K | Sell |
1,500
-36
| -2% | -$11.1K | 0.01% | 568 |
|
|
2021
Q1 | $376K | Sell |
1,536
-225
| -13% | -$55.1K | 0.01% | 607 |
|
|
2020
Q4 | $481K | Buy |
1,761
+372
| +27% | +$102K | 0.02% | 522 |
|
|
2020
Q3 | $327K | Buy |
1,389
+54
| +4% | +$12.7K | 0.02% | 546 |
|
|
2020
Q2 | $246K | Buy |
1,335
+18
| +1% | +$3.32K | 0.02% | 591 |
|
|
2020
Q1 | $222K | Buy |
1,317
+57
| +5% | +$9.61K | 0.02% | 547 |
|
|
2019
Q4 | $250K | Sell |
1,260
-126
| -9% | -$25K | 0.02% | 599 |
|
|
2019
Q3 | $248K | Buy |
+1,386
| New | +$248K | 0.02% | 702 |
|
|
2019
Q1 | $39K | Sell |
204
-1,818
| -90% | -$348K | 0.01% | 1065 |
|
|
2018
Q4 | $318K | Sell |
2,022
-522
| -21% | -$82.1K | 0.02% | 690 |
|
|
2018
Q3 | $487K | Buy |
2,544
+870
| +52% | +$167K | 0.02% | 667 |
|
|
2018
Q2 | $267K | Buy |
1,674
+261
| +18% | +$41.6K | 0.01% | 919 |
|
|
2018
Q1 | $172K | Hold |
1,413
| – | – | 0.01% | 1057 |
|
|
2017
Q4 | $172K | Sell |
1,413
-630
| -31% | -$76.7K | 0.01% | 1056 |
|
|
2017
Q3 | $237K | Sell |
2,043
-72
| -3% | -$8.35K | 0.01% | 1040 |
|
|
2017
Q2 | $220K | Sell |
2,115
-387
| -15% | -$40.3K | 0.01% | 1073 |
|
|
2017
Q1 | $213K | Sell |
2,502
-108
| -4% | -$9.19K | 0.01% | 1079 |
|
|
2016
Q4 | $184K | Buy |
2,610
+81
| +3% | +$5.71K | 0.01% | 1096 |
|
|
2016
Q3 | $204K | Sell |
2,529
-135
| -5% | -$10.9K | 0.01% | 993 |
|
|
2016
Q2 | $196K | Buy |
2,664
+2,052
| +335% | +$151K | 0.01% | 976 |
|
|
2016
Q1 | $39K | Sell |
612
-1,863
| -75% | -$119K | 0.01% | 1065 |
|
|
2015
Q4 | $150K | Buy |
+2,475
| New | +$150K | 0.01% | 967 |
|