Janney Montgomery Scott’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 | $27M | Sell |
49,671
-2,243
| -4% | -$1.22M | 0.07% | 269 |
|
|
2025
Q1 | $25.7M | Sell |
51,914
-118
| -0.2% | -$58.4K | 0.07% | 267 |
|
|
2024
Q4 | $27.2M | Sell |
52,032
-7,444
| -13% | -$3.89M | 0.08% | 254 |
|
|
2024
Q3 | $29.2M | Sell |
59,476
-1,556
| -3% | -$764K | 0.08% | 252 |
|
|
2024
Q2 | $27.2M | Buy |
61,032
+5,426
| +10% | +$2.41M | 0.08% | 253 |
|
|
2024
Q1 | $22.2M | Buy |
55,606
+4,305
| +8% | +$1.72M | 0.07% | 301 |
|
|
2023
Q4 | $17.3M | Buy |
51,301
+2,504
| +5% | +$845K | 0.06% | 338 |
|
|
2023
Q3 | $14.3M | Buy |
48,797
+4,145
| +9% | +$1.21M | 0.05% | 334 |
|
|
2023
Q2 | $15.3M | Buy |
44,652
+1,538
| +4% | +$526K | 0.05% | 334 |
|
|
2023
Q1 | $11M | Buy |
43,114
+2,020
| +5% | +$516K | 0.05% | 385 |
|
|
2022
Q4 | $10.9M | Buy |
41,094
+179
| +0.4% | +$47.5K | 0.04% | 401 |
|
|
2022
Q3 | $7.67M | Buy |
40,915
+1,518
| +4% | +$285K | 0.03% | 470 |
|
|
2022
Q2 | $7.95M | Sell |
39,397
-2,371
| -6% | -$478K | 0.04% | 435 |
|
|
2022
Q1 | $12.6M | Sell |
41,768
-46,578
| -53% | -$14.1M | 0.05% | 317 |
|
|
2021
Q4 | $31.7M | Buy |
88,346
+10,547
| +14% | +$3.79M | 0.12% | 172 |
|
|
2021
Q3 | $25.8M | Buy |
77,799
+22,764
| +41% | +$7.54M | 0.11% | 183 |
|
|
2021
Q2 | $16.9M | Buy |
55,035
+40,239
| +272% | +$12.3M | 0.07% | 242 |
|
|
2021
Q1 | $3.64M | Buy |
14,796
+6,330
| +75% | +$1.56M | 0.02% | 656 |
|
|
2020
Q4 | $2.31M | Sell |
8,466
-453
| -5% | -$124K | 0.01% | 813 |
|
|
2020
Q3 | $2.11M | Sell |
8,919
-26,562
| -75% | -$6.28M | 0.01% | 788 |
|
|
2020
Q2 | $6.74M | Buy |
35,481
+3,765
| +12% | +$715K | 0.04% | 366 |
|
|
2020
Q1 | $5.24M | Buy |
31,716
+8,202
| +35% | +$1.35M | 0.04% | 380 |
|
|
2019
Q4 | $4.63M | Buy |
23,514
+6,660
| +40% | +$1.31M | 0.03% | 489 |
|
|
2019
Q3 | $3.03M | Sell |
16,854
-6,150
| -27% | -$1.11M | 0.02% | 604 |
|
|
2019
Q2 | $4.02M | Buy |
23,004
+3,141
| +16% | +$549K | 0.03% | 488 |
|
|
2019
Q1 | $3.78M | Buy |
19,863
+4,521
| +29% | +$860K | 0.03% | 488 |
|
|
2018
Q4 | $2.45M | Sell |
15,342
-6,318
| -29% | -$1.01M | 0.02% | 566 |
|
|
2018
Q3 | $4.14M | Buy |
21,660
+4,197
| +24% | +$803K | 0.04% | 462 |
|
|
2018
Q2 | $2.79M | Buy |
17,463
+5,214
| +43% | +$832K | 0.03% | 552 |
|
|
2018
Q1 | $1.69M | Buy |
12,249
+1,026
| +9% | +$141K | 0.02% | 735 |
|
|
2017
Q4 | $1.37M | Buy |
11,223
+7,074
| +170% | +$860K | 0.01% | 815 |
|
|
2017
Q3 | $482K | Buy |
4,149
+1,269
| +44% | +$147K | 0.01% | 1275 |
|
|
2017
Q2 | $299K | Sell |
2,880
-234
| -8% | -$24.3K | ﹤0.01% | 1445 |
|
|
2017
Q1 | $265K | Sell |
3,114
-1,917
| -38% | -$163K | ﹤0.01% | 1470 |
|
|
2016
Q4 | $355K | Sell |
5,031
-4,257
| -46% | -$300K | 0.01% | 1232 |
|
|
2016
Q3 | $748K | Buy |
+9,288
| New | +$748K | 0.01% | 778 |
|
|
2016
Q2 | – | Sell |
-10,602
| Closed | -$708K | – | 934 |
|
|
2016
Q1 | $708K | Buy |
10,602
+4,671
| +79% | +$312K | 0.02% | 631 |
|
|
2015
Q4 | $360K | Sell |
5,931
-13,266
| -69% | -$805K | 0.01% | 962 |
|
|
2015
Q3 | $980K | Buy |
19,197
+720
| +4% | +$36.8K | 0.03% | 544 |
|
|
2015
Q2 | $995K | Sell |
18,477
-4,284
| -19% | -$231K | 0.02% | 796 |
|
|
2015
Q1 | $1.28M | Buy |
22,761
+3,177
| +16% | +$178K | 0.02% | 755 |
|
|
2014
Q4 | $1.15M | Buy |
19,584
+1,143
| +6% | +$67.2K | 0.02% | 799 |
|
|
2014
Q3 | $946K | Buy |
18,441
+1,683
| +10% | +$86.4K | 0.02% | 868 |
|
|
2014
Q2 | $767K | Buy |
16,758
+1,476
| +10% | +$67.5K | 0.02% | 971 |
|
|
2014
Q1 | $744K | Sell |
15,282
-945
| -6% | -$46K | 0.02% | 888 |
|
|
2013
Q4 | $692K | Buy |
+16,227
| New | +$692K | 0.02% | 894 |
|