LPL Financial’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263M | Sell |
483,531
-2,907
| -0.6% | -$1.58M | 0.09% | 216 |
|
|
2025
Q1 | $241M | Buy |
486,438
+122,247
| +34% | +$60.4M | 0.09% | 210 |
|
|
2024
Q4 | $191M | Buy |
364,191
+34,487
| +10% | +$18.1M | 0.08% | 227 |
|
|
2024
Q3 | $162M | Buy |
329,704
+34,964
| +12% | +$17.2M | 0.07% | 239 |
|
|
2024
Q2 | $131M | Buy |
294,740
+24,715
| +9% | +$11M | 0.07% | 261 |
|
|
2024
Q1 | $108M | Buy |
270,025
+51,884
| +24% | +$20.7M | 0.06% | 296 |
|
|
2023
Q4 | $73.6M | Buy |
218,141
+7,203
| +3% | +$2.43M | 0.04% | 375 |
|
|
2023
Q3 | $61.7M | Buy |
210,938
+26,164
| +14% | +$7.65M | 0.04% | 391 |
|
|
2023
Q2 | $63.2M | Buy |
184,774
+13,748
| +8% | +$4.7M | 0.05% | 375 |
|
|
2023
Q1 | $43.7M | Buy |
171,026
+2,481
| +1% | +$634K | 0.03% | 456 |
|
|
2022
Q4 | $44.7M | Sell |
168,545
-9,067
| -5% | -$2.41M | 0.04% | 423 |
|
|
2022
Q3 | $33.3M | Buy |
177,612
+4,002
| +2% | +$750K | 0.03% | 455 |
|
|
2022
Q2 | $34.9M | Buy |
173,610
+4,928
| +3% | +$990K | 0.03% | 438 |
|
|
2022
Q1 | $50.9M | Sell |
168,682
-3,130
| -2% | -$944K | 0.04% | 353 |
|
|
2021
Q4 | $61.7M | Buy |
171,812
+126,815
| +282% | +$45.6M | 0.05% | 329 |
|
|
2021
Q3 | $44.7M | Buy |
44,997
+5,774
| +15% | +$5.74M | 0.04% | 362 |
|
|
2021
Q2 | $36.1M | Buy |
39,223
+948
| +2% | +$872K | 0.04% | 397 |
|
|
2021
Q1 | $28.3M | Buy |
38,275
+1,146
| +3% | +$847K | 0.03% | 424 |
|
|
2020
Q4 | $30.4M | Buy |
37,129
+3,724
| +11% | +$3.05M | 0.04% | 360 |
|
|
2020
Q3 | $23.7M | Sell |
33,405
-1,694
| -5% | -$1.2M | 0.04% | 367 |
|
|
2020
Q2 | $20M | Buy |
35,099
+6,835
| +24% | +$3.89M | 0.03% | 371 |
|
|
2020
Q1 | $14M | Sell |
28,264
-2,464
| -8% | -$1.22M | 0.03% | 402 |
|
|
2019
Q4 | $18.2M | Buy |
30,728
+4,206
| +16% | +$2.49M | 0.03% | 384 |
|
|
2019
Q3 | $14.3M | Buy |
26,522
+1,532
| +6% | +$827K | 0.03% | 412 |
|
|
2019
Q2 | $13.1M | Sell |
24,990
-1,901
| -7% | -$997K | 0.03% | 431 |
|
|
2019
Q1 | $15.3M | Buy |
26,891
+4,276
| +19% | +$2.44M | 0.03% | 367 |
|
|
2018
Q4 | $10.8M | Sell |
22,615
-3,045
| -12% | -$1.46M | 0.03% | 423 |
|
|
2018
Q3 | $14.7M | Buy |
25,660
+1,715
| +7% | +$984K | 0.04% | 370 |
|
|
2018
Q2 | $11.5M | Buy |
23,945
+6,959
| +41% | +$3.33M | 0.03% | 420 |
|
|
2018
Q1 | $7.01M | Buy |
16,986
+862
| +5% | +$356K | 0.02% | 561 |
|
|
2017
Q4 | $5.88M | Buy |
16,124
+12,182
| +309% | +$4.45M | 0.02% | 591 |
|
|
2017
Q3 | $4.12M | Buy |
3,942
+666
| +20% | +$697K | 0.01% | 666 |
|
|
2017
Q2 | $3.06M | Buy |
+3,276
| New | +$3.06M | 0.01% | 737 |
|
|
2017
Q1 | – | Sell |
-380
| Closed | -$244K | – | 2750 |
|
|
2016
Q4 | $244K | Buy |
+380
| New | +$244K | ﹤0.01% | 2331 |
|
|
2016
Q2 | – | Sell |
-3,462
| Closed | -$2.12M | – | 2800 |
|
|
2016
Q1 | $2.12M | Buy |
3,462
+438
| +14% | +$268K | 0.01% | 1167 |
|
|
2015
Q4 | $1.67M | Buy |
3,024
+1,573
| +108% | +$868K | ﹤0.01% | 1291 |
|
|
2015
Q3 | $680K | Buy |
1,451
+260
| +22% | +$122K | ﹤0.01% | 1533 |
|
|
2015
Q2 | $569K | Sell |
1,191
-2,171
| -65% | -$1.04M | ﹤0.01% | 1799 |
|
|
2015
Q1 | $1.7M | Sell |
3,362
-325
| -9% | -$165K | 0.01% | 996 |
|
|
2014
Q4 | $1.95M | Buy |
3,687
+521
| +16% | +$276K | 0.01% | 886 |
|
|
2014
Q3 | $1.47M | Buy |
3,166
+169
| +6% | +$78.2K | 0.01% | 1047 |
|
|
2014
Q2 | $1.23M | Buy |
2,997
+1,541
| +106% | +$634K | 0.01% | 1178 |
|
|
2014
Q1 | $638K | Sell |
1,456
-2,298
| -61% | -$1.01M | ﹤0.01% | 1556 |
|
|
2013
Q4 | $1.44M | Sell |
3,754
-6
| -0.2% | -$2.31K | 0.01% | 1017 |
|
|
2013
Q3 | $1.51M | Sell |
3,760
-937
| -20% | -$376K | 0.01% | 950 |
|
|
2013
Q2 | $2.38M | Buy |
+4,697
| New | +$2.38M | 0.02% | 641 |
|