Merit Financial Group’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 | $4.83M | Buy |
8,886
+1,075
| +14% | +$584K | 0.05% | 286 |
|
|
2025
Q1 | $3.87M | Buy |
7,811
+1,147
| +17% | +$568K | 0.06% | 270 |
|
|
2024
Q4 | $3.48M | Buy |
6,664
+2,213
| +50% | +$1.16M | 0.06% | 243 |
|
|
2024
Q3 | $2.19M | Sell |
4,451
-106
| -2% | -$52.1K | 0.05% | 262 |
|
|
2024
Q2 | $2.03M | Buy |
4,557
+137
| +3% | +$60.9K | 0.04% | 263 |
|
|
2024
Q1 | $1.69M | Buy |
4,420
+3,275
| +286% | +$1.25M | 0.04% | 289 |
|
|
2023
Q4 | $386K | Sell |
1,145
-2,498
| -69% | -$843K | 0.01% | 550 |
|
|
2023
Q3 | $1.06M | Buy |
3,643
+208
| +6% | +$60.8K | 0.03% | 306 |
|
|
2023
Q2 | $1.17M | Buy |
3,435
+338
| +11% | +$116K | 0.04% | 306 |
|
|
2023
Q1 | $791K | Buy |
3,097
+445
| +17% | +$114K | 0.03% | 317 |
|
|
2022
Q4 | $704K | Buy |
2,652
+84
| +3% | +$22.3K | 0.03% | 356 |
|
|
2022
Q3 | $481K | Sell |
2,568
-32
| -1% | -$5.99K | 0.02% | 362 |
|
|
2022
Q2 | $522K | Buy |
+2,600
| New | +$522K | 0.02% | 346 |
|
|
2020
Q2 | – | Sell |
-2,859
| Closed | -$472K | – | 227 |
|
|
2020
Q1 | $472K | Buy |
2,859
+522
| +22% | +$86.2K | 0.05% | 128 |
|
|
2019
Q4 | $461K | Buy |
2,337
+189
| +9% | +$37.3K | 0.04% | 150 |
|
|
2019
Q3 | $387K | Sell |
2,148
-75
| -3% | -$13.5K | 0.04% | 104 |
|
|
2019
Q2 | $388K | Buy |
2,223
+42
| +2% | +$7.33K | 0.05% | 85 |
|
|
2019
Q1 | $414K | Buy |
2,181
+204
| +10% | +$38.7K | 0.05% | 72 |
|
|
2018
Q4 | $315K | Sell |
1,977
-351
| -15% | -$55.9K | 0.05% | 79 |
|
|
2018
Q3 | $445K | Buy |
+2,328
| New | +$445K | 0.07% | 60 |
|