Oxford Financial Group’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 | $180M | Buy |
330,527
+139,158
| +73% | +$75.6M | 10.67% | 2 |
|
|
2025
Q1 | $94.8M | Sell |
191,369
-14,243
| -7% | -$7.05M | 6.65% | 5 |
|
|
2024
Q4 | $107M | Sell |
205,612
-11,975
| -6% | -$6.25M | 6.95% | 4 |
|
|
2024
Q3 | $107M | Buy |
217,587
+4,191
| +2% | +$2.06M | 6.78% | 3 |
|
|
2024
Q2 | $94.9M | Buy |
213,396
+12,091
| +6% | +$5.38M | 6.26% | 4 |
|
|
2024
Q1 | $80.3M | Sell |
201,305
-11,138
| -5% | -$4.45M | 5.58% | 5 |
|
|
2023
Q4 | $71.7M | Buy |
212,443
+42,185
| +25% | +$14.2M | 5.26% | 5 |
|
|
2023
Q3 | $49.8M | Sell |
170,258
-1,029
| -0.6% | -$301K | 4.3% | 6 |
|
|
2023
Q2 | $58.6M | Sell |
171,287
-18,739
| -10% | -$6.41M | 5.57% | 5 |
|
|
2023
Q1 | $48.5M | Buy |
190,026
+38,102
| +25% | +$9.73M | 5.45% | 5 |
|
|
2022
Q4 | $40.3M | Buy |
151,924
+25,610
| +20% | +$6.8M | 4.7% | 6 |
|
|
2022
Q3 | $23.7M | Buy |
126,314
+39,847
| +46% | +$7.47M | 3.56% | 8 |
|
|
2022
Q2 | $17.4M | Sell |
86,467
-64,350
| -43% | -$12.9M | 2.56% | 9 |
|
|
2022
Q1 | $45.5M | Sell |
150,817
-36,119
| -19% | -$10.9M | 5.77% | 5 |
|
|
2021
Q4 | $67.2M | Sell |
186,936
-42,132
| -18% | -$15.1M | 7.55% | 3 |
|
|
2021
Q3 | $75.9M | Sell |
229,068
-7,002
| -3% | -$2.32M | 9.68% | 3 |
|
|
2021
Q2 | $72.4M | Sell |
236,070
-20,394
| -8% | -$6.25M | 9.7% | 3 |
|
|
2021
Q1 | $63.2M | Buy |
256,464
+1,224
| +0.5% | +$301K | 8.76% | 3 |
|
|
2020
Q4 | $69.6M | Sell |
255,240
-57,315
| -18% | -$15.6M | 10.08% | 3 |
|
|
2020
Q3 | $73.9M | Sell |
312,555
-8,565
| -3% | -$2.03M | 11.93% | 2 |
|
|
2020
Q2 | $61M | Buy |
321,120
+3,756
| +1% | +$713K | 10.34% | 2 |
|
|
2020
Q1 | $52.4M | Buy |
+317,364
| New | +$52.4M | 10.47% | 2 |
|