Parkside Financial Bank & Trust’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 | $519K | Buy |
955
+105
| +12% | +$57.1K | 0.06% | 230 |
|
|
2025
Q1 | $421K | Buy |
850
+103
| +14% | +$51K | 0.05% | 241 |
|
|
2024
Q4 | $390K | Buy |
747
+19
| +3% | +$9.92K | 0.05% | 238 |
|
|
2024
Q3 | $358K | Buy |
728
+26
| +4% | +$12.8K | 0.05% | 252 |
|
|
2024
Q2 | $312K | Buy |
702
+5
| +0.7% | +$2.22K | 0.05% | 263 |
|
|
2024
Q1 | $278K | Buy |
697
+74
| +12% | +$29.5K | 0.04% | 288 |
|
|
2023
Q4 | $210K | Buy |
623
+37
| +6% | +$12.5K | 0.04% | 295 |
|
|
2023
Q3 | $171K | Buy |
586
+53
| +10% | +$15.5K | 0.04% | 292 |
|
|
2023
Q2 | $182K | Buy |
533
+26
| +5% | +$8.89K | 0.04% | 279 |
|
|
2023
Q1 | $130K | Buy |
507
+12
| +2% | +$3.07K | 0.03% | 324 |
|
|
2022
Q4 | $131K | Buy |
495
+13
| +3% | +$3.45K | 0.04% | 312 |
|
|
2022
Q3 | $90K | Sell |
482
-61
| -11% | -$11.4K | 0.03% | 367 |
|
|
2022
Q2 | $109K | Buy |
543
+37
| +7% | +$7.43K | 0.03% | 320 |
|
|
2022
Q1 | $153K | Buy |
506
+14
| +3% | +$4.23K | 0.04% | 271 |
|
|
2021
Q4 | $177K | Buy |
492
+24
| +5% | +$8.63K | 0.04% | 257 |
|
|
2021
Q3 | $155K | Buy |
468
+6
| +1% | +$1.99K | 0.05% | 239 |
|
|
2021
Q2 | $142K | Buy |
462
+9
| +2% | +$2.77K | 0.04% | 257 |
|
|
2021
Q1 | $111K | Buy |
453
+33
| +8% | +$8.09K | 0.03% | 297 |
|
|
2020
Q4 | $115K | Buy |
420
+102
| +32% | +$27.9K | 0.04% | 291 |
|
|
2020
Q3 | $75K | Sell |
318
-906
| -74% | -$214K | 0.03% | 344 |
|
|
2020
Q2 | $233K | Buy |
1,224
+12
| +1% | +$2.28K | 0.08% | 177 |
|
|
2020
Q1 | $201K | Buy |
1,212
+432
| +55% | +$71.6K | 0.08% | 169 |
|
|
2019
Q4 | $154K | Buy |
780
+477
| +157% | +$94.2K | 0.04% | 224 |
|
|
2019
Q3 | $55K | Sell |
303
-6
| -2% | -$1.09K | 0.02% | 387 |
|
|
2019
Q2 | $54K | Sell |
309
-15
| -5% | -$2.62K | 0.02% | 387 |
|
|
2019
Q1 | $62K | Sell |
324
-162
| -33% | -$31K | 0.02% | 333 |
|
|
2018
Q4 | $78K | Buy |
486
+243
| +100% | +$39K | 0.03% | 281 |
|
|
2018
Q3 | $46K | Buy |
243
+9
| +4% | +$1.7K | 0.02% | 389 |
|
|
2018
Q2 | $37K | Buy |
234
+66
| +39% | +$10.4K | 0.01% | 424 |
|
|
2018
Q1 | $23K | Hold |
168
| – | – | 0.01% | 529 |
|
|
2017
Q4 | $20K | Sell |
168
-48
| -22% | -$5.71K | 0.01% | 573 |
|
|
2017
Q3 | $25K | Hold |
216
| – | – | 0.01% | 481 |
|
|
2017
Q2 | $23K | Buy |
216
+135
| +167% | +$14.4K | 0.01% | 505 |
|
|
2017
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 768 |
|
|
2016
Q4 | $6K | Sell |
81
-162
| -67% | -$12K | ﹤0.01% | 789 |
|
|
2016
Q3 | $19K | Hold |
243
| – | – | 0.01% | 573 |
|
|
2016
Q2 | $18K | Hold |
243
| – | – | 0.01% | 565 |
|
|
2016
Q1 | $16K | Buy |
243
+225
| +1,250% | +$14.8K | 0.01% | 563 |
|
|
2015
Q4 | $1K | Sell |
18
-144
| -89% | -$8K | ﹤0.01% | 985 |
|
|
2015
Q3 | $8K | Buy |
+162
| New | +$8K | ﹤0.01% | 691 |
|