IEFM
IQ EQ Fund Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
2,136
+507
| +31% | +$276K | 0.1% | 196 |
|
|
2025
Q1 | $807K | Buy |
1,629
+173
| +12% | +$85.7K | 0.09% | 200 |
|
|
2024
Q4 | $760K | Sell |
1,456
-225
| -13% | -$117K | 0.09% | 215 |
|
|
2024
Q3 | $826K | Buy |
1,681
+64
| +4% | +$31.4K | 0.09% | 231 |
|
|
2024
Q2 | $719K | Buy |
1,617
+90
| +6% | +$40K | 0.08% | 235 |
|
|
2024
Q1 | $609K | Sell |
1,527
-120
| -7% | -$47.9K | 0.07% | 229 |
|
|
2023
Q4 | $556K | Hold |
1,647
| – | – | 0.07% | 232 |
|
|
2023
Q3 | $481K | Hold |
1,647
| – | – | 0.1% | 170 |
|
|
2023
Q2 | $563K | Sell |
1,647
-402
| -20% | -$137K | 0.11% | 168 |
|
|
2023
Q1 | $523K | Sell |
2,049
-444
| -18% | -$113K | 0.1% | 151 |
|
|
2022
Q4 | $662K | Hold |
2,493
| – | – | 0.14% | 135 |
|
|
2022
Q3 | $467K | Buy |
2,493
+264
| +12% | +$49.5K | 0.1% | 154 |
|
|
2022
Q2 | $447K | Hold |
2,229
| – | – | 0.09% | 156 |
|
|
2022
Q1 | $672K | Sell |
2,229
-528
| -19% | -$159K | 0.11% | 150 |
|
|
2021
Q4 | $991K | Buy |
2,757
+1,838
| +200% | +$661K | 0.15% | 151 |
|
|
2021
Q3 | $914K | Sell |
919
-187
| -17% | -$186K | 0.14% | 153 |
|
|
2021
Q2 | $1.02M | Hold |
1,106
| – | – | 0.16% | 156 |
|
|
2021
Q1 | $817K | Buy |
1,106
+187
| +20% | +$138K | 0.14% | 161 |
|
|
2020
Q4 | $752K | Hold |
919
| – | – | 0.17% | 127 |
|
|
2020
Q3 | $652K | Hold |
919
| – | – | 0.2% | 113 |
|
|
2020
Q2 | $524K | Hold |
919
| – | – | 0.18% | 94 |
|
|
2020
Q1 | $455K | Sell |
919
-246
| -21% | -$122K | 0.19% | 94 |
|
|
2019
Q4 | $689K | Sell |
1,165
-144
| -11% | -$85.2K | 0.22% | 94 |
|
|
2019
Q3 | $707K | Hold |
1,309
| – | – | 0.23% | 95 |
|
|
2019
Q2 | $687K | Buy |
+1,309
| New | +$687K | 0.22% | 97 |
|
|
2018
Q4 | $652K | Sell |
1,361
-102
| -7% | -$48.9K | 0.24% | 95 |
|
|
2018
Q3 | $875K | Sell |
1,463
-318
| -18% | -$190K | 0.24% | 95 |
|
|
2018
Q2 | $852K | Buy |
+1,781
| New | +$852K | 0.23% | 89 |
|