Liberty One Investment Management’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 | $971K | Sell |
1,786
-75
| -4% | -$40.8K | 0.1% | 89 |
|
|
2025
Q1 | $922K | Buy |
1,861
+489
| +36% | +$242K | 0.09% | 88 |
|
|
2024
Q4 | $716K | Sell |
1,372
-300
| -18% | -$157K | 0.08% | 99 |
|
|
2024
Q3 | $821K | Sell |
1,672
-137
| -8% | -$67.3K | 0.08% | 99 |
|
|
2024
Q2 | $805K | Sell |
1,809
-137
| -7% | -$61K | 0.09% | 96 |
|
|
2024
Q1 | $777K | Sell |
1,946
-691
| -26% | -$276K | 0.09% | 98 |
|
|
2023
Q4 | $890K | Sell |
2,637
-126
| -5% | -$42.5K | 0.11% | 84 |
|
|
2023
Q3 | $808K | Sell |
2,763
-59
| -2% | -$17.2K | 0.12% | 85 |
|
|
2023
Q2 | $965K | Sell |
2,822
-275
| -9% | -$94K | 0.13% | 79 |
|
|
2023
Q1 | $791K | Sell |
3,097
-13
| -0.4% | -$3.32K | 0.11% | 95 |
|
|
2022
Q4 | $825K | Sell |
3,110
-156
| -5% | -$41.4K | 0.12% | 91 |
|
|
2022
Q3 | $612K | Buy |
3,266
+1,998
| +158% | +$374K | 0.1% | 102 |
|
|
2022
Q2 | $1.17M | Sell |
1,268
-1,896
| -60% | -$1.74M | 0.2% | 84 |
|
|
2022
Q1 | $955K | Sell |
3,164
-40
| -1% | -$12.1K | 0.15% | 94 |
|
|
2021
Q4 | $1.15M | Sell |
3,204
-474
| -13% | -$170K | 0.17% | 86 |
|
|
2021
Q3 | $1.22M | Sell |
3,678
-126
| -3% | -$41.8K | 0.21% | 79 |
|
|
2021
Q2 | $1.17M | Buy |
3,804
+195
| +5% | +$59.8K | 0.2% | 84 |
|
|
2021
Q1 | $889K | Buy |
3,609
+138
| +4% | +$34K | 0.16% | 97 |
|
|
2020
Q4 | $947K | Buy |
3,471
+27
| +0.8% | +$7.37K | 0.18% | 81 |
|
|
2020
Q3 | $815K | Sell |
3,444
-267
| -7% | -$63.2K | 0.17% | 82 |
|
|
2020
Q2 | $705K | Sell |
3,711
-456
| -11% | -$86.6K | 0.16% | 90 |
|
|
2020
Q1 | $688K | Sell |
4,167
-192
| -4% | -$31.7K | 0.18% | 82 |
|
|
2019
Q4 | $859K | Buy |
+4,359
| New | +$859K | 0.19% | 86 |
|