Northwest & Ethical Investments’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 | $8.77M | Sell |
16,177
-800
| -5% | -$434K | 0.22% | 130 |
|
|
2025
Q1 | $8.41M | Buy |
16,977
+1,053
| +7% | +$521K | 0.23% | 128 |
|
|
2024
Q4 | $8.31M | Buy |
15,924
+183
| +1% | +$95.5K | 0.23% | 140 |
|
|
2024
Q3 | $7.73M | Buy |
15,741
+5,288
| +51% | +$2.6M | 0.2% | 145 |
|
|
2024
Q2 | $4.65M | Buy |
10,453
+1,074
| +11% | +$478K | 0.13% | 180 |
|
|
2024
Q1 | $3.74M | Buy |
9,379
+2,988
| +47% | +$1.19M | 0.11% | 204 |
|
|
2023
Q4 | $2.16M | Buy |
+6,391
| New | +$2.16M | 0.07% | 234 |
|
|
2018
Q4 | – | Sell |
-156
| Closed | -$29.8K | – | 387 |
|
|
2018
Q3 | $29.8K | Sell |
156
-900
| -85% | -$172K | ﹤0.01% | 362 |
|
|
2018
Q2 | $168K | Buy |
1,056
+300
| +40% | +$47.8K | 0.01% | 324 |
|
|
2018
Q1 | $104K | Hold |
756
| – | – | 0.01% | 342 |
|
|
2017
Q4 | $92K | Hold |
756
| – | – | 0.01% | 339 |
|
|
2017
Q3 | $87.9K | Sell |
756
-900
| -54% | -$105K | 0.01% | 347 |
|
|
2017
Q2 | $78.6K | Hold |
1,656
| – | – | 0.01% | 354 |
|
|
2017
Q1 | $141K | Hold |
1,656
| – | – | 0.01% | 346 |
|
|
2016
Q4 | $117K | Buy |
+1,656
| New | +$117K | 0.01% | 343 |
|