Lyell Wealth 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 | $19.4M | Buy |
35,658
+1,171
| +3% | +$636K | 1.53% | 15 |
|
|
2025
Q1 | $17.1M | Buy |
34,487
+778
| +2% | +$385K | 1.6% | 14 |
|
|
2024
Q4 | $17.6M | Sell |
33,709
-236
| -0.7% | -$123K | 1.58% | 14 |
|
|
2024
Q3 | $16.7M | Sell |
33,945
-10
| -0% | -$4.91K | 1.52% | 18 |
|
|
2024
Q2 | $15.1M | Buy |
33,955
+170
| +0.5% | +$75.6K | 1.44% | 18 |
|
|
2024
Q1 | $13.5M | Buy |
33,785
+79
| +0.2% | +$31.5K | 1.37% | 20 |
|
|
2023
Q4 | $11.4M | Buy |
33,706
+243
| +0.7% | +$82K | 1.29% | 20 |
|
|
2023
Q3 | $9.78M | Sell |
33,463
-464
| -1% | -$136K | 1.32% | 21 |
|
|
2023
Q2 | $11.6M | Sell |
33,927
-253
| -0.7% | -$86.5K | 1.48% | 19 |
|
|
2023
Q1 | $8.73M | Sell |
34,180
-2,306
| -6% | -$589K | 1.22% | 27 |
|
|
2022
Q4 | $9.68M | Sell |
36,486
-290
| -0.8% | -$77K | 1.53% | 18 |
|
|
2022
Q3 | $6.89M | Sell |
36,776
-20
| -0.1% | -$3.75K | 1.17% | 25 |
|
|
2022
Q2 | $7.39M | Sell |
36,796
-262
| -0.7% | -$52.6K | 1.2% | 25 |
|
|
2022
Q1 | $11.2M | Buy |
37,058
+341
| +0.9% | +$103K | 1.44% | 19 |
|
|
2021
Q4 | $13.2M | Buy |
36,717
+1,425
| +4% | +$512K | 1.51% | 22 |
|
|
2021
Q3 | $11.7M | Sell |
35,292
-477
| -1% | -$158K | 1.42% | 25 |
|
|
2021
Q2 | $11M | Buy |
35,769
+651
| +2% | +$200K | 1.36% | 25 |
|
|
2021
Q1 | $8.65M | Buy |
35,118
+141
| +0.4% | +$34.7K | 1.26% | 29 |
|
|
2020
Q4 | $9.54M | Buy |
34,977
+405
| +1% | +$110K | 1.52% | 26 |
|
|
2020
Q3 | $8.18M | Buy |
34,572
+162
| +0.5% | +$38.3K | 1.53% | 24 |
|
|
2020
Q2 | $6.54M | Buy |
34,410
+285
| +0.8% | +$54.1K | 1.43% | 27 |
|
|
2020
Q1 | $5.63M | Buy |
34,125
+1,773
| +5% | +$293K | 1.68% | 22 |
|
|
2019
Q4 | $6.38M | Buy |
32,352
+354
| +1% | +$69.8K | 1.7% | 22 |
|
|
2019
Q3 | $5.76M | Buy |
31,998
+1,542
| +5% | +$278K | 1.73% | 19 |
|
|
2019
Q2 | $5.33M | Buy |
30,456
+3,915
| +15% | +$685K | 1.61% | 24 |
|
|
2019
Q1 | $5.05M | Buy |
26,541
+1,995
| +8% | +$379K | 1.69% | 20 |
|
|
2018
Q4 | $3.92M | Buy |
24,546
+2,751
| +13% | +$439K | 1.64% | 23 |
|
|
2018
Q3 | $4.17M | Buy |
21,795
+1,161
| +6% | +$222K | 1.4% | 29 |
|
|
2018
Q2 | $3.29M | Buy |
20,634
+816
| +4% | +$130K | 1.2% | 36 |
|
|
2018
Q1 | $2.73M | Buy |
19,818
+540
| +3% | +$74.3K | 1.01% | 44 |
|
|
2017
Q4 | $2.35M | Buy |
19,278
+810
| +4% | +$98.5K | 0.93% | 45 |
|
|
2017
Q3 | $2.15M | Buy |
18,468
+270
| +1% | +$31.4K | 0.93% | 46 |
|
|
2017
Q2 | $1.89M | Sell |
18,198
-225
| -1% | -$23.4K | 0.92% | 48 |
|
|
2017
Q1 | $1.57M | Buy |
18,423
+477
| +3% | +$40.6K | 0.85% | 50 |
|
|
2016
Q4 | $1.27M | Buy |
+17,946
| New | +$1.27M | 0.79% | 53 |
|