IFWM
Institute for Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
2,458
-44
| -2% | -$23.9K | 0.15% | 146 |
|
|
2025
Q1 | $1.24M | Sell |
2,502
-24
| -1% | -$11.9K | 0.16% | 141 |
|
|
2024
Q4 | $1.32M | Buy |
2,526
+29
| +1% | +$15.1K | 0.17% | 128 |
|
|
2024
Q3 | $1.23M | Sell |
2,497
-247
| -9% | -$121K | 0.15% | 148 |
|
|
2024
Q2 | $1.22M | Buy |
2,744
+146
| +6% | +$64.9K | 0.16% | 134 |
|
|
2024
Q1 | $1.04M | Sell |
2,598
-36
| -1% | -$14.4K | 0.13% | 163 |
|
|
2023
Q4 | $889K | Hold |
2,634
| – | – | 0.14% | 166 |
|
|
2023
Q3 | $770K | Sell |
2,634
-27
| -1% | -$7.89K | 0.14% | 180 |
|
|
2023
Q2 | $910K | Buy |
2,661
+11
| +0.4% | +$3.76K | 0.15% | 157 |
|
|
2023
Q1 | $677K | Sell |
2,650
-76
| -3% | -$19.4K | 0.13% | 197 |
|
|
2022
Q4 | $723K | Sell |
2,726
-75
| -3% | -$19.9K | 0.15% | 187 |
|
|
2022
Q3 | $525K | Sell |
2,801
-20
| -0.7% | -$3.75K | 0.12% | 226 |
|
|
2022
Q2 | $566K | Buy |
2,821
+28
| +1% | +$5.62K | 0.11% | 242 |
|
|
2022
Q1 | $843K | Sell |
2,793
-81
| -3% | -$24.4K | 0.14% | 187 |
|
|
2021
Q4 | $1.03M | Buy |
2,874
+1,940
| +208% | +$697K | 0.17% | 153 |
|
|
2021
Q3 | $929K | Sell |
934
-45
| -5% | -$44.8K | 0.16% | 162 |
|
|
2021
Q2 | $900K | Buy |
979
+29
| +3% | +$26.7K | 0.16% | 168 |
|
|
2021
Q1 | $702K | Buy |
950
+84
| +10% | +$62.1K | 0.13% | 191 |
|
|
2020
Q4 | $708K | Buy |
866
+129
| +18% | +$105K | 0.14% | 184 |
|
|
2020
Q3 | $523K | Sell |
737
-22
| -3% | -$15.6K | 0.12% | 217 |
|
|
2020
Q2 | $433K | Buy |
759
+45
| +6% | +$25.7K | 0.11% | 264 |
|
|
2020
Q1 | $354K | Sell |
714
-508
| -42% | -$252K | 0.11% | 244 |
|
|
2019
Q4 | $722K | Buy |
1,222
+5
| +0.4% | +$2.95K | 0.16% | 184 |
|
|
2019
Q3 | $657K | Sell |
1,217
-12
| -1% | -$6.48K | 0.17% | 184 |
|
|
2019
Q2 | $645K | Sell |
1,229
-4,587
| -79% | -$2.41M | 0.14% | 215 |
|
|
2019
Q1 | $3.32M | Buy |
5,816
+52
| +0.9% | +$29.7K | 0.72% | 22 |
|
|
2018
Q4 | $2.76M | Buy |
+5,764
| New | +$2.76M | 1.13% | 19 |
|
|
2018
Q1 | – | Sell |
-5,452
| Closed | -$1.99M | – | 325 |
|
|
2017
Q4 | $1.99M | Buy |
+5,452
| New | +$1.99M | 0.46% | 55 |
|
|
2017
Q3 | – | Sell |
-1,598
| Closed | -$1.49M | – | 316 |
|
|
2017
Q2 | $1.49M | Buy |
+1,598
| New | +$1.49M | 0.41% | 59 |
|