Nicolet Advisory Services’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 | $570K | Buy |
1,180
+36
| +3% | +$17.4K | 0.05% | 197 |
|
|
2025
Q1 | $560K | Buy |
1,144
+75
| +7% | +$36.7K | 0.06% | 180 |
|
|
2024
Q4 | $585K | Buy |
1,069
+45
| +4% | +$24.6K | 0.05% | 178 |
|
|
2024
Q3 | $491K | Buy |
1,024
+70
| +7% | +$33.6K | 0.05% | 206 |
|
|
2024
Q2 | $424K | Sell |
954
-105
| -10% | -$46.7K | 0.04% | 228 |
|
|
2024
Q1 | $414K | Buy |
1,059
+209
| +25% | +$81.7K | 0.04% | 213 |
|
|
2023
Q4 | $274K | Buy |
850
+10
| +1% | +$3.23K | 0.03% | 258 |
|
|
2023
Q3 | $244K | Sell |
840
-193
| -19% | -$56K | 0.03% | 261 |
|
|
2023
Q2 | $341K | Sell |
1,033
-32
| -3% | -$10.6K | 0.04% | 207 |
|
|
2023
Q1 | $274K | Buy |
1,065
+194
| +22% | +$49.8K | 0.03% | 223 |
|
|
2022
Q4 | $226K | Buy |
+871
| New | +$226K | 0.03% | 215 |
|
|
2021
Q2 | – | Sell |
-1,551
| Closed | -$382K | – | 190 |
|
|
2021
Q1 | $382K | Buy |
1,551
+6
| +0.4% | +$1.48K | 0.05% | 119 |
|
|
2020
Q4 | $421K | Hold |
1,545
| – | – | 0.06% | 118 |
|
|
2020
Q3 | $365K | Hold |
1,545
| – | – | 0.06% | 115 |
|
|
2020
Q2 | $293K | Hold |
1,545
| – | – | 0.05% | 154 |
|
|
2020
Q1 | $255K | Sell |
1,545
-222
| -13% | -$36.6K | 0.04% | 154 |
|
|
2019
Q4 | $348K | Sell |
1,767
-207
| -10% | -$40.8K | 0.05% | 123 |
|
|
2019
Q3 | $355K | Hold |
1,974
| – | – | 0.05% | 115 |
|
|
2019
Q2 | $345K | Buy |
+1,974
| New | +$345K | 0.05% | 110 |
|