Oak Associates’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 | $4.76M | Sell |
8,760
-645
| -7% | -$350K | 0.31% | 50 |
|
|
2025
Q1 | $4.66M | Sell |
9,405
-1,618
| -15% | -$801K | 0.35% | 48 |
|
|
2024
Q4 | $5.75M | Buy |
11,023
+313
| +3% | +$163K | 0.4% | 47 |
|
|
2024
Q3 | $5.26M | Hold |
10,710
| – | – | 0.35% | 47 |
|
|
2024
Q2 | $4.76M | Sell |
10,710
-100
| -0.9% | -$44.5K | 0.32% | 48 |
|
|
2024
Q1 | $4.31M | Sell |
10,810
-1,764
| -14% | -$704K | 0.3% | 52 |
|
|
2023
Q4 | $4.24M | Sell |
12,574
-114
| -0.9% | -$38.5K | 0.32% | 53 |
|
|
2023
Q3 | $3.71M | Sell |
12,688
-400
| -3% | -$117K | 0.31% | 52 |
|
|
2023
Q2 | $4.48M | Sell |
13,088
-810
| -6% | -$277K | 0.36% | 49 |
|
|
2023
Q1 | $3.55M | Sell |
13,898
-1,153
| -8% | -$295K | 0.29% | 55 |
|
|
2022
Q4 | $3.99M | Sell |
15,051
-16,361
| -52% | -$4.34M | 0.34% | 53 |
|
|
2022
Q3 | $5.89M | Buy |
31,412
+1,120
| +4% | +$210K | 0.5% | 46 |
|
|
2022
Q2 | $6.08M | Hold |
30,292
| – | – | 0.48% | 46 |
|
|
2022
Q1 | $9.14M | Sell |
30,292
-4,678
| -13% | -$1.41M | 0.56% | 39 |
|
|
2021
Q4 | $12.6M | Sell |
34,970
-4
| -0% | -$1.44K | 0.67% | 38 |
|
|
2021
Q3 | $11.6M | Hold |
34,974
| – | – | 0.66% | 40 |
|
|
2021
Q2 | $10.7M | Sell |
34,974
-282
| -0.8% | -$86.4K | 0.61% | 42 |
|
|
2021
Q1 | $8.68M | Buy |
35,256
+4,446
| +14% | +$1.1M | 0.51% | 45 |
|
|
2020
Q4 | $8.4M | Buy |
30,810
+2,070
| +7% | +$564K | 0.51% | 44 |
|
|
2020
Q3 | $6.8M | Buy |
28,740
+25,470
| +779% | +$6.02M | 0.45% | 51 |
|
|
2020
Q2 | $621K | Buy |
+3,270
| New | +$621K | 0.04% | 104 |
|