Moors & Cabot’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 | $756K | Buy |
1,392
+225
| +19% | +$122K | 0.04% | 404 |
|
2025
Q1 | $578K | Sell |
1,167
-89
| -7% | -$44.1K | 0.03% | 444 |
|
2024
Q4 | $656K | Buy |
1,256
+97
| +8% | +$50.6K | 0.03% | 427 |
|
2024
Q3 | $569K | Hold |
1,159
| – | – | 0.03% | 463 |
|
2024
Q2 | $516K | Buy |
1,159
+26
| +2% | +$11.6K | 0.03% | 476 |
|
2024
Q1 | $452K | Hold |
1,133
| – | – | 0.02% | 534 |
|
2023
Q4 | $382K | Sell |
1,133
-135
| -11% | -$45.5K | 0.02% | 546 |
|
2023
Q3 | $371K | Buy |
1,268
+270
| +27% | +$78.9K | 0.03% | 526 |
|
2023
Q2 | $341K | Sell |
998
-436
| -30% | -$149K | 0.02% | 577 |
|
2023
Q1 | $366K | Sell |
1,434
-885
| -38% | -$226K | 0.03% | 541 |
|
2022
Q4 | $615K | Sell |
2,319
-162
| -7% | -$43K | 0.04% | 364 |
|
2022
Q3 | $465K | Buy |
2,481
+76
| +3% | +$14.2K | 0.04% | 419 |
|
2022
Q2 | $483K | Buy |
2,405
+130
| +6% | +$26.1K | 0.03% | 424 |
|
2022
Q1 | $686K | Buy |
2,275
+17
| +0.8% | +$5.13K | 0.04% | 381 |
|
2021
Q4 | $811K | Sell |
2,258
-37
| -2% | -$13.3K | 0.05% | 337 |
|
2021
Q3 | $763K | Buy |
2,295
+612
| +36% | +$203K | 0.05% | 336 |
|
2021
Q2 | $516K | Sell |
1,683
-30
| -2% | -$9.2K | 0.04% | 413 |
|
2021
Q1 | $419K | Buy |
1,713
+33
| +2% | +$8.07K | 0.03% | 426 |
|
2020
Q4 | $457K | Buy |
1,680
+33
| +2% | +$8.98K | 0.04% | 399 |
|
2020
Q3 | $390K | Sell |
1,647
-105
| -6% | -$24.9K | 0.04% | 393 |
|
2020
Q2 | $333K | Sell |
1,752
-18
| -1% | -$3.42K | 0.04% | 421 |
|
2020
Q1 | $292K | Hold |
1,770
| – | – | 0.04% | 380 |
|
2019
Q4 | $351K | Buy |
1,770
+90
| +5% | +$17.8K | 0.04% | 418 |
|
2019
Q3 | $301K | Buy |
1,680
+165
| +11% | +$29.6K | 0.03% | 443 |
|
2019
Q2 | $265K | Buy |
+1,515
| New | +$265K | 0.03% | 439 |
|
2018
Q4 | – | Sell |
-1,302
| Closed | -$250K | – | 537 |
|
2018
Q3 | $250K | Sell |
1,302
-78
| -6% | -$15K | 0.03% | 467 |
|
2018
Q2 | $220K | Sell |
1,380
-900
| -39% | -$143K | 0.03% | 501 |
|
2018
Q1 | $314K | Buy |
+2,280
| New | +$314K | 0.04% | 419 |
|