Level Four Advisory Services’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 | $530K | Buy |
975
+117
| +14% | +$63.6K | 0.02% | 505 |
|
|
2025
Q1 | $425K | Sell |
858
-36
| -4% | -$17.8K | 0.02% | 537 |
|
|
2024
Q4 | $467K | Buy |
894
+138
| +18% | +$72K | 0.02% | 512 |
|
|
2024
Q3 | $381K | Sell |
756
-22
| -3% | -$11.1K | 0.02% | 573 |
|
|
2024
Q2 | $346K | Sell |
778
-286
| -27% | -$127K | 0.02% | 570 |
|
|
2024
Q1 | $359K | Hold |
1,064
| – | – | 0.02% | 559 |
|
|
2023
Q4 | $359K | Sell |
1,064
-206
| -16% | -$69.5K | 0.02% | 559 |
|
|
2023
Q3 | $371K | Sell |
1,270
-92
| -7% | -$26.9K | 0.02% | 528 |
|
|
2023
Q2 | $466K | Buy |
1,362
+5
| +0.4% | +$1.71K | 0.03% | 492 |
|
|
2023
Q1 | $347K | Buy |
1,357
+39
| +3% | +$9.96K | 0.02% | 552 |
|
|
2022
Q4 | $350K | Sell |
1,318
-145
| -10% | -$38.5K | 0.03% | 488 |
|
|
2022
Q3 | $274K | Buy |
1,463
+168
| +13% | +$31.5K | 0.03% | 442 |
|
|
2022
Q2 | $260K | Sell |
1,295
-203
| -14% | -$40.8K | 0.02% | 474 |
|
|
2022
Q1 | $452K | Buy |
1,498
+169
| +13% | +$51K | 0.04% | 419 |
|
|
2021
Q4 | $478K | Buy |
1,329
+450
| +51% | +$162K | 0.04% | 402 |
|
|
2021
Q3 | $291K | Buy |
879
+36
| +4% | +$11.9K | 0.03% | 397 |
|
|
2021
Q2 | $258K | Sell |
843
-63
| -7% | -$19.3K | 0.02% | 573 |
|
|
2021
Q1 | $223K | Sell |
906
-96
| -10% | -$23.6K | 0.02% | 580 |
|
|
2020
Q4 | $273K | Sell |
1,002
-261
| -21% | -$71.1K | 0.02% | 485 |
|
|
2020
Q3 | $299K | Sell |
1,263
-807
| -39% | -$191K | 0.02% | 439 |
|
|
2020
Q2 | $395K | Buy |
2,070
+225
| +12% | +$42.9K | 0.03% | 415 |
|
|
2020
Q1 | $301K | Buy |
1,845
+444
| +32% | +$72.4K | 0.04% | 388 |
|
|
2019
Q4 | $277K | Buy |
1,401
+291
| +26% | +$57.5K | 0.01% | 479 |
|
|
2019
Q3 | $200K | Buy |
+1,110
| New | +$200K | 0.02% | 483 |
|
|
2018
Q4 | – | Sell |
-3,699
| Closed | -$708K | – | 550 |
|
|
2018
Q3 | $708K | Sell |
3,699
-6,030
| -62% | -$1.15M | 0.08% | 274 |
|
|
2018
Q2 | $1.55M | Buy |
9,729
+1,155
| +13% | +$184K | 0.11% | 176 |
|
|
2018
Q1 | $1.18M | Sell |
8,574
-246
| -3% | -$33.9K | 0.09% | 202 |
|
|
2017
Q4 | $1.07M | Buy |
8,820
+675
| +8% | +$82.1K | 0.08% | 218 |
|
|
2017
Q3 | $947K | Buy |
8,145
+3,456
| +74% | +$402K | 0.08% | 227 |
|
|
2017
Q2 | $397K | Sell |
4,689
-4,077
| -47% | -$345K | 0.06% | 296 |
|
|
2017
Q1 | $745K | Buy |
8,766
+531
| +6% | +$45.1K | 0.08% | 258 |
|
|
2016
Q4 | $580K | Buy |
+8,235
| New | +$580K | 0.07% | 248 |
|