IAA
Independent Advisor Alliance’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Buy |
13,627
+1,537
| +13% | +$835K | 0.21% | 83 |
|
|
2025
Q1 | $5.99M | Buy |
12,090
+144
| +1% | +$71.3K | 0.2% | 84 |
|
|
2024
Q4 | $6.24M | Buy |
11,946
+2,226
| +23% | +$1.16M | 0.08% | 230 |
|
|
2024
Q3 | $4.78M | Sell |
9,720
-28
| -0.3% | -$13.8K | 0.17% | 101 |
|
|
2024
Q2 | $4.34M | Buy |
9,748
+87
| +0.9% | +$38.7K | 0.15% | 119 |
|
|
2024
Q1 | $3.86M | Buy |
9,661
+14
| +0.1% | +$5.59K | 0.14% | 129 |
|
|
2023
Q4 | $3.25M | Sell |
9,647
-86
| -0.9% | -$29K | 0.12% | 147 |
|
|
2023
Q3 | $2.84M | Buy |
9,733
+394
| +4% | +$115K | 0.13% | 154 |
|
|
2023
Q2 | $3.19M | Buy |
9,339
+406
| +5% | +$139K | 0.14% | 135 |
|
|
2023
Q1 | $2.28M | Buy |
+8,933
| New | +$2.28M | 0.11% | 173 |
|
|
2022
Q4 | – | Sell |
-7,710
| Closed | -$1.45M | – | 520 |
|
|
2022
Q3 | $1.45M | Sell |
7,710
-270
| -3% | -$50.6K | 0.08% | 213 |
|
|
2022
Q2 | $1.6M | Sell |
7,980
-533
| -6% | -$107K | 0.09% | 189 |
|
|
2022
Q1 | $2.57M | Buy |
8,513
+298
| +4% | +$89.9K | 0.12% | 148 |
|
|
2021
Q4 | $2.95M | Buy |
8,215
+5,840
| +246% | +$2.1M | 0.15% | 120 |
|
|
2021
Q3 | $2.36M | Sell |
2,375
-48
| -2% | -$47.7K | 0.13% | 139 |
|
|
2021
Q2 | $2.23M | Sell |
2,423
-60
| -2% | -$55.2K | 0.12% | 157 |
|
|
2021
Q1 | $1.84M | Sell |
2,483
-17
| -0.7% | -$12.6K | 0.11% | 162 |
|
|
2020
Q4 | $2.05M | Sell |
2,500
-5
| -0.2% | -$4.09K | 0.14% | 132 |
|
|
2020
Q3 | $1.78M | Sell |
2,505
-397
| -14% | -$282K | 0.13% | 125 |
|
|
2020
Q2 | $1.65M | Buy |
2,902
+762
| +36% | +$434K | 0.18% | 110 |
|
|
2020
Q1 | $1.06M | Buy |
2,140
+153
| +8% | +$75.8K | 0.15% | 116 |
|
|
2019
Q4 | $1.18M | Buy |
1,987
+8
| +0.4% | +$4.73K | 0.05% | 332 |
|
|
2019
Q3 | $1.07M | Buy |
1,979
+60
| +3% | +$32.4K | 0.13% | 148 |
|
|
2019
Q2 | $1.01M | Buy |
1,919
+754
| +65% | +$396K | 0.15% | 141 |
|
|
2019
Q1 | $665K | Sell |
1,165
-1,942
| -63% | -$1.11M | 0.09% | 191 |
|
|
2018
Q4 | $1.49M | Buy |
3,107
+988
| +47% | +$473K | 0.26% | 88 |
|
|
2018
Q3 | $1.19M | Buy |
2,119
+155
| +8% | +$86.8K | 0.21% | 103 |
|
|
2018
Q2 | $922K | Buy |
1,964
+172
| +10% | +$80.7K | 0.19% | 125 |
|
|
2018
Q1 | $719K | Buy |
1,792
+1,230
| +219% | +$494K | 0.16% | 145 |
|
|
2017
Q4 | $220K | Buy |
+562
| New | +$220K | 0.05% | 282 |
|