Northwestern Mutual Wealth Management’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 | $18.6M | Buy |
34,281
+13,071
| +62% | +$7.1M | 0.01% | 385 |
|
|
2025
Q1 | $10.5M | Sell |
21,210
-285
| -1% | -$141K | 0.01% | 470 |
|
|
2024
Q4 | $11.2M | Buy |
21,495
+669
| +3% | +$349K | 0.01% | 443 |
|
|
2024
Q3 | $10.2M | Buy |
20,826
+368
| +2% | +$181K | 0.01% | 448 |
|
|
2024
Q2 | $9.1M | Buy |
20,458
+411
| +2% | +$183K | 0.01% | 447 |
|
|
2024
Q1 | $8M | Buy |
20,047
+210
| +1% | +$83.8K | 0.01% | 465 |
|
|
2023
Q4 | $6.69M | Buy |
19,837
+192
| +1% | +$64.8K | 0.01% | 478 |
|
|
2023
Q3 | $5.74M | Sell |
19,645
-867
| -4% | -$253K | 0.01% | 480 |
|
|
2023
Q2 | $7.01M | Sell |
20,512
-1,618
| -7% | -$553K | 0.01% | 440 |
|
|
2023
Q1 | $5.65M | Buy |
22,130
+1,686
| +8% | +$431K | 0.01% | 458 |
|
|
2022
Q4 | $5.42M | Sell |
20,444
-1,496
| -7% | -$397K | 0.01% | 455 |
|
|
2022
Q3 | $4.11M | Sell |
21,940
-7,640
| -26% | -$1.43M | 0.01% | 460 |
|
|
2022
Q2 | $5.94M | Sell |
29,580
-65,624
| -69% | -$13.2M | 0.01% | 380 |
|
|
2022
Q1 | $28.7M | Sell |
95,204
-1,923
| -2% | -$580K | 0.05% | 185 |
|
|
2021
Q4 | $34.9M | Buy |
97,127
+5,540
| +6% | +$1.99M | 0.06% | 151 |
|
|
2021
Q3 | $30.4M | Buy |
91,587
+4,422
| +5% | +$1.47M | 0.06% | 154 |
|
|
2021
Q2 | $26.7M | Sell |
87,165
-105
| -0.1% | -$32.2K | 0.05% | 160 |
|
|
2021
Q1 | $21.5M | Buy |
87,270
+19,296
| +28% | +$4.75M | 0.05% | 164 |
|
|
2020
Q4 | $18.5M | Buy |
67,974
+11,334
| +20% | +$3.09M | 0.04% | 170 |
|
|
2020
Q3 | $13.4M | Buy |
56,640
+5,490
| +11% | +$1.3M | 0.04% | 184 |
|
|
2020
Q2 | $9.72M | Buy |
51,150
+9,975
| +24% | +$1.89M | 0.03% | 198 |
|
|
2020
Q1 | $6.8M | Buy |
41,175
+34,176
| +488% | +$5.64M | 0.03% | 220 |
|
|
2019
Q4 | $1.38M | Sell |
6,999
-828
| -11% | -$163K | ﹤0.01% | 456 |
|
|
2019
Q3 | $1.41M | Sell |
7,827
-435
| -5% | -$78.3K | 0.01% | 434 |
|
|
2019
Q2 | $1.45M | Buy |
8,262
+36
| +0.4% | +$6.3K | 0.01% | 420 |
|
|
2019
Q1 | $1.57M | Sell |
8,226
-4,035
| -33% | -$768K | 0.01% | 396 |
|
|
2018
Q4 | $1.96M | Sell |
12,261
-996
| -8% | -$159K | 0.01% | 343 |
|
|
2018
Q3 | $2.39M | Buy |
13,257
+222
| +2% | +$40K | 0.01% | 301 |
|
|
2018
Q2 | $2.08M | Buy |
13,035
+24
| +0.2% | +$3.83K | 0.01% | 306 |
|
|
2018
Q1 | $1.79M | Buy |
13,011
+6,978
| +116% | +$961K | 0.01% | 308 |
|
|
2017
Q4 | $734K | Buy |
6,033
+3,639
| +152% | +$443K | ﹤0.01% | 433 |
|
|
2017
Q3 | $278K | Buy |
2,394
+63
| +3% | +$7.32K | ﹤0.01% | 607 |
|
|
2017
Q2 | $242K | Sell |
2,331
-288
| -11% | -$29.9K | ﹤0.01% | 634 |
|
|
2017
Q1 | $223K | Sell |
2,619
-315
| -11% | -$26.8K | ﹤0.01% | 627 |
|
|
2016
Q4 | $207K | Buy |
+2,934
| New | +$207K | ﹤0.01% | 640 |
|
|
2016
Q3 | – | Sell |
-2,673
| Closed | -$197K | – | 845 |
|
|
2016
Q2 | $197K | Sell |
2,673
-45
| -2% | -$3.32K | ﹤0.01% | 592 |
|
|
2016
Q1 | $182K | Buy |
2,718
+387
| +17% | +$25.9K | ﹤0.01% | 586 |
|
|
2015
Q4 | $141K | Sell |
2,331
-90
| -4% | -$5.44K | ﹤0.01% | 572 |
|
|
2015
Q3 | $124K | Buy |
2,421
+216
| +10% | +$11.1K | ﹤0.01% | 550 |
|
|
2015
Q2 | $119K | Buy |
2,205
+243
| +12% | +$13.1K | ﹤0.01% | 512 |
|
|
2015
Q1 | $110K | Buy |
1,962
+297
| +18% | +$16.7K | ﹤0.01% | 523 |
|
|
2014
Q4 | $98K | Sell |
1,665
-1,413
| -46% | -$83.2K | ﹤0.01% | 528 |
|
|
2014
Q3 | $158K | Buy |
3,078
+2,412
| +362% | +$124K | 0.01% | 442 |
|
|
2014
Q2 | $30K | Sell |
666
-2,187
| -77% | -$98.5K | ﹤0.01% | 688 |
|
|
2014
Q1 | $139K | Sell |
2,853
-1,341
| -32% | -$65.3K | 0.01% | 426 |
|
|
2013
Q4 | $179K | Buy |
4,194
+81
| +2% | +$3.46K | 0.01% | 395 |
|
|
2013
Q3 | $172K | Buy |
4,113
+801
| +24% | +$33.5K | 0.01% | 379 |
|
|
2013
Q2 | $187K | Buy |
+3,312
| New | +$187K | 0.01% | 346 |
|