Lavaca Capital’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 | $2.4M | Buy |
4,423
+100
| +2% | +$54.3K | 0.89% | 21 |
|
|
2025
Q1 | $2.14M | Buy |
4,323
+1,200
| +38% | +$594K | 0.88% | 20 |
|
|
2024
Q4 | $1.63M | Buy |
3,123
+2,583
| +478% | +$1.35M | 0.64% | 25 |
|
|
2024
Q3 | $265K | Hold |
540
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $240K | Hold |
540
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $216K | Buy |
+540
| New | +$216K | 0.13% | 69 |
|
|
2022
Q1 | – | Sell |
-4,680
| Closed | -$1.68M | – | 132 |
|
|
2021
Q4 | $1.68M | Sell |
4,680
-270
| -5% | -$97K | 0.22% | 43 |
|
|
2021
Q3 | $1.64M | Sell |
4,950
-84
| -2% | -$27.8K | 0.17% | 34 |
|
|
2021
Q2 | $1.54M | Sell |
5,034
-207
| -4% | -$63.4K | 0.15% | 34 |
|
|
2021
Q1 | $1.29M | Buy |
5,241
+111
| +2% | +$27.3K | 0.11% | 33 |
|
|
2020
Q4 | $1.4M | Buy |
5,130
+180
| +4% | +$49.1K | 0.18% | 25 |
|
|
2020
Q3 | $1.17M | Buy |
+4,950
| New | +$1.17M | 0.18% | 28 |
|
|
2020
Q2 | – | Sell |
-1,266
| Closed | -$209K | – | 78 |
|
|
2020
Q1 | $209K | Sell |
1,266
-879
| -41% | -$145K | 0.2% | 62 |
|
|
2019
Q4 | $423K | Buy |
2,145
+735
| +52% | +$145K | 0.33% | 47 |
|
|
2019
Q3 | $254K | Hold |
1,410
| – | – | 0.19% | 71 |
|
|
2019
Q2 | $247K | Buy |
1,410
+600
| +74% | +$105K | 0.19% | 70 |
|
|
2019
Q1 | $154K | Hold |
810
| – | – | 0.13% | 79 |
|
|
2018
Q4 | $129K | Buy |
+810
| New | +$129K | 0.13% | 76 |
|