Oxford Financial Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $167M | Buy |
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|
2025
Q2 | $180M | Buy |
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|
2025
Q1 | $94.8M | Sell |
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|
2024
Q4 | $107M | Sell |
|
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|
2024
Q3 | $107M | Buy |
|
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|
2024
Q2 | $94.9M | Buy |
|
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|
2024
Q1 | $80.3M | Sell |
|
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|
2023
Q4 | $71.7M | Buy |
|
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|
2023
Q3 | $49.8M | Sell |
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|
2023
Q2 | $58.6M | Sell |
|
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|
2023
Q1 | $48.5M | Buy |
|
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|
2022
Q4 | $40.3M | Buy |
|
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|
2022
Q3 | $23.7M | Buy |
|
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|
2022
Q2 | $17.4M | Sell |
|
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|
2022
Q1 | $45.5M | Sell |
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|
2021
Q4 | $67.2M | Sell |
|
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|
2021
Q3 | $75.9M | Sell |
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|
2021
Q2 | $72.4M | Sell |
|
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|
2021
Q1 | $63.2M | Buy |
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|
2020
Q4 | $69.6M | Sell |
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|
2020
Q3 | $73.9M | Sell |
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|
2020
Q2 | $61M | Buy |
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|
2020
Q1 | $52.4M | Buy |
|