Jim Simons’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 | – | Sell |
-114,530
| Closed | -$56.7M | – | 3716 |
|
|
2025
Q1 | $56.7M | Buy |
114,530
+106,900
| +1,401% | +$52.9M | 0.09% | 283 |
|
|
2024
Q4 | $3.98M | Sell |
7,630
-84,700
| -92% | -$44.2M | 0.01% | 1594 |
|
|
2024
Q3 | $45.4M | Buy |
+92,330
| New | +$45.4M | 0.07% | 349 |
|
|
2024
Q1 | – | Sell |
-138,659
| Closed | -$46.8M | – | 3879 |
|
|
2023
Q4 | $46.8M | Sell |
138,659
-94,571
| -41% | -$31.9M | 0.07% | 320 |
|
|
2023
Q3 | $68.2M | Buy |
+233,230
| New | +$68.2M | 0.12% | 183 |
|
|
2023
Q2 | – | Sell |
-412,330
| Closed | -$105M | – | 4087 |
|
|
2023
Q1 | $105M | Buy |
+412,330
| New | +$105M | 0.14% | 169 |
|
|
2022
Q4 | – | Sell |
-124,630
| Closed | -$23.4M | – | 4251 |
|
|
2022
Q3 | $23.4M | Buy |
124,630
+31,300
| +34% | +$5.87M | 0.03% | 599 |
|
|
2022
Q2 | $18.7M | Buy |
+93,330
| New | +$18.7M | 0.02% | 768 |
|
|
2022
Q1 | – | Sell |
-213,930
| Closed | -$76.9M | – | 4261 |
|
|
2021
Q4 | $76.9M | Sell |
213,930
-95,100
| -31% | -$34.2M | 0.1% | 224 |
|
|
2021
Q3 | $102M | Buy |
309,030
+110,700
| +56% | +$36.7M | 0.13% | 166 |
|
|
2021
Q2 | $60.8M | Buy |
198,330
+82,200
| +71% | +$25.2M | 0.08% | 275 |
|
|
2021
Q1 | $28.6M | Buy |
+116,130
| New | +$28.6M | 0.04% | 581 |
|
|
2020
Q2 | – | Sell |
-149,130
| Closed | -$24.6M | – | 3594 |
|
|
2020
Q1 | $24.6M | Sell |
149,130
-210,000
| -58% | -$34.7M | 0.02% | 670 |
|
|
2019
Q4 | $70.8M | Buy |
+359,130
| New | +$70.8M | 0.05% | 392 |
|
|
2019
Q1 | – | Sell |
-691,500
| Closed | -$110M | – | 3564 |
|
|
2018
Q4 | $110M | Sell |
691,500
-1,356,000
| -66% | -$216M | 0.12% | 186 |
|
|
2018
Q3 | $392M | Sell |
2,047,500
-1,475,730
| -42% | -$282M | 0.4% | 31 |
|
|
2018
Q2 | $562M | Sell |
3,523,230
-922,800
| -21% | -$147M | 0.61% | 15 |
|
|
2018
Q1 | $612M | Buy |
4,446,030
+124,230
| +3% | +$17.1M | 0.67% | 14 |
|
|
2017
Q4 | $526M | Buy |
4,321,800
+464,400
| +12% | +$56.5M | 0.58% | 17 |
|
|
2017
Q3 | $448M | Buy |
3,857,400
+1,093,500
| +40% | +$127M | 0.53% | 19 |
|
|
2017
Q2 | $287M | Buy |
2,763,900
+1,009,170
| +58% | +$105M | 0.37% | 31 |
|
|
2017
Q1 | $149M | Sell |
1,754,730
-44,289
| -2% | -$3.77M | 0.21% | 89 |
|
|
2016
Q4 | $127M | Buy |
1,799,019
+1,058,589
| +143% | +$74.6M | 0.2% | 78 |
|
|
2016
Q3 | $59.6M | Buy |
740,430
+450,288
| +155% | +$36.3M | 0.11% | 219 |
|
|
2016
Q2 | $21.3M | Sell |
290,142
-679,788
| -70% | -$50M | 0.04% | 634 |
|
|
2016
Q1 | $64.8M | Sell |
969,930
-12,600
| -1% | -$841K | 0.12% | 164 |
|
|
2015
Q4 | $59.6M | Sell |
982,530
-840,834
| -46% | -$51M | 0.13% | 170 |
|
|
2015
Q3 | $93.1M | Buy |
1,823,364
+680,013
| +59% | +$34.7M | 0.22% | 68 |
|
|
2015
Q2 | $61.6M | Sell |
1,143,351
-911,079
| -44% | -$49M | 0.14% | 133 |
|
|
2015
Q1 | $115M | Buy |
2,054,430
+1,383,930
| +206% | +$77.7M | 0.25% | 66 |
|
|
2014
Q4 | $39.4M | Buy |
670,500
+264,870
| +65% | +$15.6M | 0.1% | 241 |
|
|
2014
Q3 | $20.8M | Sell |
405,630
-164,970
| -29% | -$8.47M | 0.06% | 426 |
|
|
2014
Q2 | $26.1M | Sell |
570,600
-405,900
| -42% | -$18.6M | 0.06% | 363 |
|
|
2014
Q1 | $47.5M | Sell |
976,500
-901,980
| -48% | -$43.9M | 0.11% | 189 |
|
|
2013
Q4 | $80.2M | Sell |
1,878,480
-2,221,650
| -54% | -$94.8M | 0.19% | 93 |
|
|
2013
Q3 | $171M | Buy |
4,100,130
+2,022,300
| +97% | +$84.5M | 0.42% | 35 |
|
|
2013
Q2 | $117M | Buy |
+2,077,830
| New | +$117M | 0.31% | 50 |
|