IMA Advisory Services’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 | $2.91M | Buy |
5,362
+164
| +3% | +$89.1K | 0.31% | 63 |
|
|
2025
Q1 | $2.57M | Sell |
5,198
-406
| -7% | -$201K | 0.31% | 61 |
|
|
2024
Q4 | $2.93M | Sell |
5,604
-82
| -1% | -$42.8K | 0.35% | 65 |
|
|
2024
Q3 | $2.79M | Sell |
5,686
-153
| -3% | -$75.2K | 0.61% | 45 |
|
|
2024
Q2 | $2.6M | Buy |
5,839
+103
| +2% | +$45.8K | 1.15% | 27 |
|
|
2024
Q1 | $2.29M | Sell |
5,736
-145
| -2% | -$57.9K | 1.08% | 30 |
|
|
2023
Q4 | $1.98M | Sell |
5,881
-299
| -5% | -$101K | 0.99% | 35 |
|
|
2023
Q3 | $1.81M | Sell |
6,180
-73
| -1% | -$21.3K | 0.47% | 65 |
|
|
2023
Q2 | $2.14M | Buy |
6,253
+60
| +1% | +$20.5K | 0.55% | 58 |
|
|
2023
Q1 | $1.58M | Sell |
6,193
-812
| -12% | -$207K | 0.41% | 71 |
|
|
2022
Q4 | $1.86M | Sell |
7,005
-331
| -5% | -$87.8K | 0.49% | 62 |
|
|
2022
Q3 | $1.38M | Sell |
7,336
-2,620
| -26% | -$491K | 0.37% | 78 |
|
|
2022
Q2 | $2M | Sell |
9,956
-177
| -2% | -$35.5K | 0.49% | 64 |
|
|
2022
Q1 | $3.06M | Buy |
10,133
+988
| +11% | +$298K | 0.7% | 42 |
|
|
2021
Q4 | $3.29M | Sell |
9,145
-1,172
| -11% | -$421K | 0.73% | 41 |
|
|
2021
Q3 | $3.42M | Buy |
10,317
+111
| +1% | +$36.8K | 0.81% | 34 |
|
|
2021
Q2 | $3.13M | Sell |
10,206
-1,599
| -14% | -$490K | 0.73% | 45 |
|
|
2021
Q1 | $2.91M | Buy |
11,805
+93
| +0.8% | +$22.9K | 0.71% | 49 |
|
|
2020
Q4 | $3.19M | Buy |
11,712
+252
| +2% | +$68.7K | 0.9% | 36 |
|
|
2020
Q3 | $2.71M | Buy |
11,460
+258
| +2% | +$61K | 0.91% | 34 |
|
|
2020
Q2 | $2.13M | Sell |
11,202
-6,921
| -38% | -$1.31M | 0.77% | 47 |
|
|
2020
Q1 | $2.99M | Sell |
18,123
-1,113
| -6% | -$184K | 1.32% | 22 |
|
|
2019
Q4 | $3.79M | Sell |
19,236
-750
| -4% | -$148K | 1.41% | 19 |
|
|
2019
Q3 | $3.6M | Buy |
19,986
+402
| +2% | +$72.4K | 1.36% | 17 |
|
|
2019
Q2 | $3.42M | Buy |
+19,584
| New | +$3.42M | 1.28% | 26 |
|