Intellectus Partners’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 | $2.47M | Buy |
4,545
+155
| +4% | +$84.2K | 0.53% | 51 |
|
|
2025
Q1 | $2.17M | Buy |
4,390
+105
| +2% | +$52K | 0.54% | 52 |
|
|
2024
Q4 | $2.24M | Sell |
4,285
-70
| -2% | -$36.5K | 0.5% | 49 |
|
|
2024
Q3 | $2.14M | Sell |
4,355
-75
| -2% | -$36.8K | 0.55% | 48 |
|
|
2024
Q2 | $1.97M | Sell |
4,430
-705
| -14% | -$314K | 0.54% | 48 |
|
|
2024
Q1 | $2.05M | Sell |
5,135
-100
| -2% | -$39.9K | 0.54% | 51 |
|
|
2023
Q4 | $1.77M | Sell |
5,235
-275
| -5% | -$92.8K | 0.51% | 58 |
|
|
2023
Q3 | $1.61M | Buy |
5,510
+100
| +2% | +$29.2K | 0.51% | 52 |
|
|
2023
Q2 | $1.85M | Sell |
5,410
-170
| -3% | -$58.1K | 0.56% | 47 |
|
|
2023
Q1 | $1.43M | Buy |
5,580
+1,770
| +46% | +$452K | 0.45% | 63 |
|
|
2022
Q4 | $1.01M | Sell |
3,810
-50
| -1% | -$13.3K | 0.35% | 84 |
|
|
2022
Q3 | $724K | Sell |
3,860
-1,057
| -21% | -$198K | 0.26% | 108 |
|
|
2022
Q2 | $987K | Buy |
4,917
+2,729
| +125% | +$548K | 0.34% | 82 |
|
|
2022
Q1 | $660K | Buy |
2,188
+130
| +6% | +$39.2K | 0.2% | 134 |
|
|
2021
Q4 | $739K | Sell |
2,058
-30
| -1% | -$10.8K | 0.19% | 144 |
|
|
2021
Q3 | $692K | Hold |
2,088
| – | – | 0.17% | 152 |
|
|
2021
Q2 | $640K | Buy |
2,088
+72
| +4% | +$22.1K | 0.14% | 175 |
|
|
2021
Q1 | $497K | Hold |
2,016
| – | – | 0.14% | 181 |
|
|
2020
Q4 | $550K | Buy |
2,016
+408
| +25% | +$111K | 0.16% | 153 |
|
|
2020
Q3 | $380K | Buy |
+1,608
| New | +$380K | 0.14% | 162 |
|
|
2019
Q2 | – | Sell |
-45
| Closed | -$9K | – | 289 |
|
|
2019
Q1 | $9K | Hold |
45
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 214 |
|
|
2018
Q3 | $9K | Hold |
45
| – | – | ﹤0.01% | 464 |
|
|
2018
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 506 |
|
|
2018
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 517 |
|
|
2017
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 530 |
|
|
2017
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 676 |
|