IFP Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $876K | Buy |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $4.68M | Buy |
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $3.98M | Buy |
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|
2022
Q2 | $3.74M | Hold |
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|
2022
Q1 | $3.74M | Buy |
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|
2021
Q4 | $2.2M | Buy |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $463K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $481K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $318K | Sell |
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|
2018
Q3 | $487K | Buy |
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|
2018
Q2 | $267K | Buy |
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|
2018
Q1 | $172K | Hold |
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|
2017
Q4 | $172K | Sell |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $220K | Sell |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $184K | Buy |
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|
2016
Q3 | $204K | Sell |
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|
2016
Q2 | $196K | Buy |
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|
2016
Q1 | $39K | Sell |
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|
2015
Q4 | $150K | Buy |
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