NewEdge Advisors’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 | $12.3M | Buy |
22,557
+1,742
| +8% | +$947K | 0.06% | 317 |
|
|
2025
Q1 | $10.3M | Buy |
20,815
+8,373
| +67% | +$4.15M | 0.06% | 313 |
|
|
2024
Q4 | $6.49M | Sell |
12,442
-294
| -2% | -$153K | 0.04% | 413 |
|
|
2024
Q3 | $6.26M | Sell |
12,736
-1,089
| -8% | -$535K | 0.04% | 407 |
|
|
2024
Q2 | $6.15M | Buy |
13,825
+1,044
| +8% | +$464K | 0.04% | 389 |
|
|
2024
Q1 | $5.1M | Buy |
12,781
+4,129
| +48% | +$1.65M | 0.04% | 386 |
|
|
2023
Q4 | $3.07M | Buy |
8,652
+986
| +13% | +$349K | 0.03% | 503 |
|
|
2023
Q3 | $2.24M | Buy |
7,666
+3,509
| +84% | +$1.03M | 0.02% | 564 |
|
|
2023
Q2 | $1.42M | Buy |
4,157
+153
| +4% | +$52.3K | 0.02% | 712 |
|
|
2023
Q1 | $1.07M | Sell |
4,004
-878
| -18% | -$234K | 0.01% | 762 |
|
|
2022
Q4 | $790K | Sell |
4,882
-2,810
| -37% | -$455K | 0.02% | 592 |
|
|
2022
Q3 | $1.44M | Sell |
7,692
-2,124
| -22% | -$398K | 0.02% | 517 |
|
|
2022
Q2 | $1.97M | Sell |
9,816
-4,869
| -33% | -$977K | 0.03% | 440 |
|
|
2022
Q1 | $4.43M | Buy |
14,685
+640
| +5% | +$193K | 0.07% | 256 |
|
|
2021
Q4 | $5.05M | Buy |
14,045
+5,297
| +61% | +$1.9M | 0.08% | 239 |
|
|
2021
Q3 | $2.9M | Buy |
8,748
+4,635
| +113% | +$1.54M | 0.07% | 247 |
|
|
2021
Q2 | $1.26M | Buy |
4,113
+294
| +8% | +$90.1K | 0.03% | 423 |
|
|
2021
Q1 | $940K | Buy |
3,819
+549
| +17% | +$135K | 0.03% | 480 |
|
|
2020
Q4 | $891K | Sell |
3,270
-8,643
| -73% | -$2.36M | 0.03% | 440 |
|
|
2020
Q3 | $2.82M | Buy |
11,913
+2,157
| +22% | +$510K | 0.1% | 202 |
|
|
2020
Q2 | $1.85M | Buy |
9,756
+4,125
| +73% | +$783K | 0.07% | 237 |
|
|
2020
Q1 | $930K | Buy |
5,631
+2,109
| +60% | +$348K | 0.04% | 324 |
|
|
2019
Q4 | $694K | Buy |
3,522
+975
| +38% | +$192K | 0.03% | 442 |
|
|
2019
Q3 | $473K | Buy |
2,547
+513
| +25% | +$95.3K | 0.02% | 509 |
|
|
2019
Q2 | $356K | Sell |
2,034
-765
| -27% | -$134K | 0.02% | 489 |
|
|
2019
Q1 | $532K | Buy |
2,799
+828
| +42% | +$157K | 0.03% | 384 |
|
|
2018
Q4 | $315 | Buy |
1,971
+465
| +31% | +$74 | 0.02% | 469 |
|
|
2018
Q3 | $288K | Buy |
+1,506
| New | +$288K | 0.02% | 505 |
|
|
2017
Q1 | – | Sell |
-2,916
| Closed | -$216K | – | 288 |
|
|
2016
Q4 | $216K | Buy |
+2,916
| New | +$216K | 0.06% | 230 |
|