OneDigital Investment 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 | $11.2M | Buy |
20,581
+5,046
| +32% | +$2.74M | 0.12% | 148 |
|
|
2025
Q1 | $7.69M | Buy |
15,535
+588
| +4% | +$291K | 0.09% | 181 |
|
|
2024
Q4 | $7.8M | Buy |
14,947
+118
| +0.8% | +$61.6K | 0.09% | 174 |
|
|
2024
Q3 | $7.29M | Sell |
14,829
-7,823
| -35% | -$3.84M | 0.08% | 189 |
|
|
2024
Q2 | $10.1M | Sell |
22,652
-2,387
| -10% | -$1.06M | 0.13% | 140 |
|
|
2024
Q1 | $9.99M | Buy |
25,039
+3,584
| +17% | +$1.43M | 0.16% | 123 |
|
|
2023
Q4 | $7.24M | Buy |
21,455
+4,688
| +28% | +$1.58M | 0.13% | 149 |
|
|
2023
Q3 | $4.9M | Buy |
16,767
+2,728
| +19% | +$797K | 0.11% | 151 |
|
|
2023
Q2 | $4.8M | Sell |
14,039
-227
| -2% | -$77.6K | 0.11% | 154 |
|
|
2023
Q1 | $3.64M | Buy |
14,266
+2,710
| +23% | +$692K | 0.09% | 177 |
|
|
2022
Q4 | $3.07M | Buy |
11,556
+4,132
| +56% | +$1.1M | 0.09% | 186 |
|
|
2022
Q3 | $1.39M | Buy |
+7,424
| New | +$1.39M | 0.05% | 241 |
|
|
2022
Q2 | – | Sell |
-677
| Closed | -$204K | – | 756 |
|
|
2022
Q1 | $204K | Buy |
+677
| New | +$204K | 0.01% | 695 |
|
|
2021
Q1 | – | Sell |
-999
| Closed | -$272K | – | 687 |
|
|
2020
Q4 | $272K | Buy |
+999
| New | +$272K | 0.01% | 508 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$5K | – | 816 |
|
|
2019
Q2 | $5K | Sell |
30
-84
| -74% | -$14K | ﹤0.01% | 1034 |
|
|
2019
Q1 | $22K | Buy |
114
+99
| +660% | +$19.1K | ﹤0.01% | 699 |
|
|
2018
Q4 | $2K | Sell |
15
-222
| -94% | -$29.6K | ﹤0.01% | 1035 |
|
|
2018
Q3 | $45K | Buy |
237
+87
| +58% | +$16.5K | 0.01% | 433 |
|
|
2018
Q2 | $24K | Hold |
150
| – | – | 0.01% | 744 |
|
|
2018
Q1 | $21K | Buy |
+150
| New | +$21K | ﹤0.01% | 803 |
|