Oppenheimer & Co’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 | $11.9M | Buy |
21,947
+1,724
| +9% | +$937K | 0.16% | 142 |
|
|
2025
Q1 | $10M | Buy |
20,223
+2,438
| +14% | +$1.21M | 0.15% | 148 |
|
|
2024
Q4 | $9.28M | Sell |
17,785
-560
| -3% | -$292K | 0.14% | 152 |
|
|
2024
Q3 | $9.01M | Sell |
18,345
-720
| -4% | -$354K | 0.14% | 164 |
|
|
2024
Q2 | $8.48M | Sell |
19,065
-1,797
| -9% | -$799K | 0.13% | 162 |
|
|
2024
Q1 | $8.33M | Buy |
20,862
+6,960
| +50% | +$2.78M | 0.14% | 167 |
|
|
2023
Q4 | $4.69M | Buy |
13,902
+1,597
| +13% | +$539K | 0.09% | 269 |
|
|
2023
Q3 | $3.6M | Buy |
12,305
+2,873
| +30% | +$840K | 0.07% | 301 |
|
|
2023
Q2 | $3.23M | Buy |
9,432
+2,141
| +29% | +$732K | 0.06% | 334 |
|
|
2023
Q1 | $1.86M | Buy |
7,291
+110
| +2% | +$28.1K | 0.04% | 466 |
|
|
2022
Q4 | $1.91M | Sell |
7,181
-4,200
| -37% | -$1.11M | 0.04% | 460 |
|
|
2022
Q3 | $2.13M | Buy |
11,381
+1,411
| +14% | +$264K | 0.05% | 410 |
|
|
2022
Q2 | $2M | Sell |
9,970
-3,265
| -25% | -$656K | 0.04% | 460 |
|
|
2022
Q1 | $3.99M | Sell |
13,235
-522
| -4% | -$157K | 0.07% | 323 |
|
|
2021
Q4 | $4.94M | Sell |
13,757
-196
| -1% | -$70.4K | 0.09% | 271 |
|
|
2021
Q3 | $4.62M | Buy |
13,953
+702
| +5% | +$233K | 0.09% | 269 |
|
|
2021
Q2 | $4.06M | Buy |
13,251
+990
| +8% | +$303K | 0.07% | 318 |
|
|
2021
Q1 | $3.02M | Sell |
12,261
-2,520
| -17% | -$621K | 0.06% | 355 |
|
|
2020
Q4 | $4.03M | Buy |
14,781
+5,949
| +67% | +$1.62M | 0.09% | 270 |
|
|
2020
Q3 | $2.09M | Buy |
8,832
+3,168
| +56% | +$749K | 0.05% | 378 |
|
|
2020
Q2 | $1.08M | Sell |
5,664
-1,437
| -20% | -$273K | 0.03% | 551 |
|
|
2020
Q1 | $1.17M | Sell |
7,101
-4,350
| -38% | -$718K | 0.04% | 471 |
|
|
2019
Q4 | $2.26M | Buy |
11,451
+420
| +4% | +$82.7K | 0.06% | 380 |
|
|
2019
Q3 | $1.99M | Sell |
11,031
-864
| -7% | -$155K | 0.05% | 397 |
|
|
2019
Q2 | $2.08M | Sell |
11,895
-16,443
| -58% | -$2.87M | 0.06% | 389 |
|
|
2019
Q1 | $5.39M | Buy |
28,338
+12,189
| +75% | +$2.32M | 0.14% | 156 |
|
|
2018
Q4 | $2.58M | Sell |
16,149
-6,486
| -29% | -$1.04M | 0.08% | 279 |
|
|
2018
Q3 | $4.33M | Buy |
22,635
+6,948
| +44% | +$1.33M | 0.11% | 202 |
|
|
2018
Q2 | $2.5M | Sell |
15,687
-2,304
| -13% | -$367K | 0.07% | 333 |
|
|
2018
Q1 | $2.48M | Buy |
17,991
+1,908
| +12% | +$263K | 0.06% | 340 |
|
|
2017
Q4 | $1.96M | Buy |
16,083
+1,863
| +13% | +$227K | 0.05% | 398 |
|
|
2017
Q3 | $1.65M | Buy |
14,220
+6,606
| +87% | +$768K | 0.04% | 438 |
|
|
2017
Q2 | $791K | Sell |
7,614
-1,701
| -18% | -$177K | 0.02% | 677 |
|
|
2017
Q1 | $793K | Buy |
9,315
+3,375
| +57% | +$287K | 0.02% | 648 |
|
|
2016
Q4 | $419K | Buy |
5,940
+2,187
| +58% | +$154K | 0.01% | 867 |
|
|
2016
Q3 | $302K | Buy |
3,753
+342
| +10% | +$27.5K | 0.01% | 984 |
|
|
2016
Q2 | $251K | Buy |
+3,411
| New | +$251K | 0.01% | 1027 |
|
|
2014
Q1 | – | Sell |
-16,281
| Closed | -$695K | – | 1440 |
|
|
2013
Q4 | $695K | Sell |
16,281
-8,208
| -34% | -$350K | 0.02% | 700 |
|
|
2013
Q3 | $1.02M | Buy |
24,489
+7,083
| +41% | +$296K | 0.04% | 525 |
|
|
2013
Q2 | $979K | Buy |
+17,406
| New | +$979K | 0.04% | 524 |
|