Liontrust Investment Partners’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 | $127M | Sell |
234,532
-36,584
| -13% | -$19.9M | 1.82% | 14 |
|
|
2025
Q1 | $134M | Sell |
271,116
-17,798
| -6% | -$8.81M | 2.1% | 11 |
|
|
2024
Q4 | $151M | Sell |
288,914
-95,367
| -25% | -$49.8M | 2.19% | 12 |
|
|
2024
Q3 | $171M | Hold |
384,281
| – | – | 2.43% | 9 |
|
|
2024
Q2 | $171M | Sell |
384,281
-23,846
| -6% | -$10.6M | 2.43% | 9 |
|
|
2024
Q1 | $163M | Sell |
408,127
-85,635
| -17% | -$34.2M | 2.27% | 10 |
|
|
2023
Q4 | $167M | Sell |
493,762
-40,231
| -8% | -$13.6M | 2.42% | 12 |
|
|
2023
Q3 | $156M | Sell |
533,993
-35,070
| -6% | -$10.3M | 2.49% | 11 |
|
|
2023
Q2 | $195M | Sell |
569,063
-25,637
| -4% | -$8.77M | 2.8% | 8 |
|
|
2023
Q1 | $152M | Sell |
594,700
-314,600
| -35% | -$80.4M | 2.23% | 19 |
|
|
2022
Q4 | $241M | Sell |
909,300
-57,500
| -6% | -$15.3M | 4.21% | 3 |
|
|
2022
Q3 | $181M | Sell |
966,800
-44,200
| -4% | -$8.28M | 2.9% | 8 |
|
|
2022
Q2 | $203M | Buy |
1,011,000
+120,400
| +14% | +$24.2M | 2.86% | 7 |
|
|
2022
Q1 | $269M | Buy |
890,600
+139,300
| +19% | +$42M | 3.51% | 5 |
|
|
2021
Q4 | $270M | Buy |
751,300
+79,600
| +12% | +$28.6M | 3.21% | 7 |
|
|
2021
Q3 | $223M | Buy |
+671,700
| New | +$223M | 3.08% | 9 |
|
|
2020
Q4 | $143M | Buy |
+525,600
| New | +$143M | 2.89% | 10 |
|