Lockheed Martin 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 | $9.15M | Buy |
16,830
+7,000
| +71% | +$3.8M | 0.33% | 55 |
|
|
2025
Q1 | $4.87M | Sell |
9,830
-240
| -2% | -$119K | 0.2% | 76 |
|
|
2024
Q4 | $5.26M | Buy |
10,070
+1,600
| +19% | +$835K | 0.21% | 69 |
|
|
2024
Q3 | $4.16M | Sell |
8,470
-5,060
| -37% | -$2.49M | 0.19% | 75 |
|
|
2024
Q2 | $6.02M | Sell |
13,530
-490
| -3% | -$218K | 0.35% | 58 |
|
|
2024
Q1 | $4.9M | Sell |
14,020
-33,530
| -71% | -$11.7M | 0.36% | 56 |
|
|
2023
Q4 | $14.9M | Buy |
+47,550
| New | +$14.9M | 1.07% | 23 |
|
|
2022
Q2 | – | Sell |
-25,370
| Closed | -$7.65M | – | 151 |
|
|
2022
Q1 | $7.65M | Buy |
+25,370
| New | +$7.65M | 0.42% | 58 |
|
|
2020
Q2 | – | Sell |
-67,590
| Closed | -$11.2M | – | 69 |
|
|
2020
Q1 | $11.2M | Buy |
67,590
+15,300
| +29% | +$2.53M | 0.76% | 28 |
|
|
2019
Q4 | $10.3M | Buy |
52,290
+39,300
| +303% | +$7.74M | 0.54% | 42 |
|
|
2019
Q3 | $2.34M | Sell |
12,990
-72,540
| -85% | -$13.1M | 0.15% | 72 |
|
|
2019
Q2 | $15M | Buy |
85,530
+46,920
| +122% | +$8.2M | 0.68% | 36 |
|
|
2019
Q1 | $7.34M | Buy |
+38,610
| New | +$7.34M | 0.34% | 44 |
|
|
2014
Q3 | – | Sell |
-10,080
| Closed | -$461K | – | 125 |
|
|
2014
Q2 | $461K | Sell |
10,080
-117,900
| -92% | -$5.39M | 0.02% | 118 |
|
|
2014
Q1 | $6.23M | Buy |
+127,980
| New | +$6.23M | 0.32% | 50 |
|