Lido Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
62,773
+5,464
| +10% | +$2.97M | 0.13% | 92 |
|
|
2025
Q1 | $28.4M | Buy |
57,309
+4,164
| +8% | +$2.06M | 0.13% | 92 |
|
|
2024
Q4 | $27.7M | Sell |
53,145
-15,650
| -23% | -$8.17M | 0.13% | 91 |
|
|
2024
Q3 | $33.8M | Buy |
68,795
+17,872
| +35% | +$8.78M | 0.17% | 55 |
|
|
2024
Q2 | $22.7M | Buy |
50,923
+3,181
| +7% | +$1.42M | 0.13% | 82 |
|
|
2024
Q1 | $19.1M | Buy |
47,742
+1,723
| +4% | +$688K | 0.11% | 86 |
|
|
2023
Q4 | $15.5M | Buy |
46,019
+11,947
| +35% | +$4.03M | 0.1% | 100 |
|
|
2023
Q3 | $9.96M | Sell |
34,072
-10,084
| -23% | -$2.95M | 0.08% | 132 |
|
|
2023
Q2 | $15.1M | Sell |
44,156
-172
| -0.4% | -$58.8K | 0.11% | 97 |
|
|
2023
Q1 | $11.3M | Sell |
44,328
-28,568
| -39% | -$7.3M | 0.11% | 108 |
|
|
2022
Q4 | $19.3M | Buy |
72,896
+39,316
| +117% | +$10.4M | 0.24% | 48 |
|
|
2022
Q3 | $6.29M | Buy |
33,580
+30,974
| +1,189% | +$5.8M | 0.08% | 115 |
|
|
2022
Q2 | $523K | Buy |
2,606
+123
| +5% | +$24.7K | 0.01% | 463 |
|
|
2022
Q1 | $749K | Sell |
2,483
-452
| -15% | -$136K | 0.01% | 417 |
|
|
2021
Q4 | $1.05M | Buy |
2,935
+2,086
| +246% | +$749K | 0.01% | 368 |
|
|
2021
Q3 | $844K | Hold |
849
| – | – | 0.01% | 396 |
|
|
2021
Q2 | $782K | Sell |
849
-30
| -3% | -$27.6K | 0.01% | 381 |
|
|
2021
Q1 | $650K | Buy |
879
+245
| +39% | +$181K | 0.01% | 387 |
|
|
2020
Q4 | $519K | Sell |
634
-3
| -0.5% | -$2.46K | 0.01% | 410 |
|
|
2020
Q3 | $452K | Buy |
637
+26
| +4% | +$18.4K | 0.01% | 358 |
|
|
2020
Q2 | $349K | Sell |
611
-122
| -17% | -$69.7K | 0.01% | 365 |
|
|
2020
Q1 | $363K | Sell |
733
-83
| -10% | -$41.1K | 0.02% | 344 |
|
|
2019
Q4 | $482K | Buy |
816
+367
| +82% | +$217K | 0.02% | 352 |
|
|
2019
Q3 | $242K | Sell |
449
-601
| -57% | -$324K | 0.01% | 444 |
|
|
2019
Q2 | $550K | Buy |
1,050
+6
| +0.6% | +$3.14K | 0.03% | 255 |
|
|
2019
Q1 | $595K | Sell |
1,044
-417
| -29% | -$238K | 0.04% | 233 |
|
|
2018
Q4 | $699K | Sell |
1,461
-52
| -3% | -$24.9K | 0.07% | 164 |
|
|
2018
Q3 | $868K | Buy |
1,513
+162
| +12% | +$92.9K | 0.08% | 135 |
|
|
2018
Q2 | $646K | Buy |
1,351
+856
| +173% | +$409K | 0.07% | 152 |
|
|
2018
Q1 | $204K | Sell |
495
-207
| -29% | -$85.3K | 0.03% | 349 |
|
|
2017
Q4 | $256K | Buy |
+702
| New | +$256K | 0.04% | 240 |
|