IPG Investment Advisors’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 | $1.45M | Sell |
2,669
-211
| -7% | -$115K | 0.28% | 64 |
|
|
2025
Q1 | $1.43M | Buy |
2,880
+109
| +4% | +$54K | 0.32% | 54 |
|
|
2024
Q4 | $1.45M | Buy |
2,771
+376
| +16% | +$196K | 0.33% | 57 |
|
|
2024
Q3 | $1.18M | Buy |
+2,395
| New | +$1.18M | 0.26% | 68 |
|
|
2024
Q1 | – | Sell |
-4,065
| Closed | -$1.37M | – | 190 |
|
|
2023
Q4 | $1.37M | Buy |
4,065
+2,092
| +106% | +$706K | 0.27% | 57 |
|
|
2023
Q3 | $577K | Sell |
1,973
-512
| -21% | -$150K | 0.13% | 101 |
|
|
2023
Q2 | $850K | Buy |
+2,485
| New | +$850K | 0.19% | 74 |
|
|
2019
Q2 | – | Sell |
-1,665
| Closed | -$317K | – | 158 |
|
|
2019
Q1 | $317K | Sell |
1,665
-540
| -24% | -$103K | 0.11% | 107 |
|
|
2018
Q4 | $352K | Sell |
2,205
-360
| -14% | -$57.5K | 0.13% | 89 |
|
|
2018
Q3 | $491K | Buy |
2,565
+60
| +2% | +$11.5K | 0.16% | 86 |
|
|
2018
Q2 | $400K | Buy |
+2,505
| New | +$400K | 0.14% | 95 |
|