Parsons Capital Management’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 | $1.03M | Buy |
1,895
+145
| +8% | +$78.8K | 0.06% | 237 |
|
2025
Q1 | $867K | Buy |
1,750
+86
| +5% | +$42.6K | 0.05% | 265 |
|
2024
Q4 | $869K | Buy |
1,664
+14
| +0.8% | +$7.31K | 0.05% | 259 |
|
2024
Q3 | $811K | Hold |
1,650
| – | – | 0.05% | 260 |
|
2024
Q2 | $734K | Hold |
1,650
| – | – | 0.05% | 268 |
|
2024
Q1 | $658K | Buy |
1,650
+4
| +0.2% | +$1.6K | 0.05% | 288 |
|
2023
Q4 | $555K | Hold |
1,646
| – | – | 0.04% | 296 |
|
2023
Q3 | $481K | Buy |
1,646
+332
| +25% | +$97K | 0.04% | 298 |
|
2023
Q2 | $449K | Hold |
1,314
| – | – | 0.03% | 312 |
|
2023
Q1 | $336K | Hold |
1,314
| – | – | 0.03% | 346 |
|
2022
Q4 | $349K | Sell |
1,314
-9
| -0.7% | -$2.39K | 0.03% | 334 |
|
2022
Q3 | $248K | Buy |
1,323
+9
| +0.7% | +$1.69K | 0.02% | 372 |
|
2022
Q2 | $264K | Hold |
1,314
| – | – | 0.02% | 368 |
|
2022
Q1 | $396K | Hold |
1,314
| – | – | 0.03% | 330 |
|
2021
Q4 | $472K | Hold |
1,314
| – | – | 0.03% | 321 |
|
2021
Q3 | $435K | Hold |
1,314
| – | – | 0.03% | 313 |
|
2021
Q2 | $403K | Hold |
1,314
| – | – | 0.03% | 316 |
|
2021
Q1 | $324K | Hold |
1,314
| – | – | 0.03% | 335 |
|
2020
Q4 | $358K | Sell |
1,314
-150
| -10% | -$40.9K | 0.03% | 299 |
|
2020
Q3 | $346K | Sell |
1,464
-174
| -11% | -$41.1K | 0.03% | 281 |
|
2020
Q2 | $311K | Hold |
1,638
| – | – | 0.03% | 279 |
|
2020
Q1 | $270K | Hold |
1,638
| – | – | 0.03% | 269 |
|
2019
Q4 | $323K | Hold |
1,638
| – | – | 0.03% | 292 |
|
2019
Q3 | $295K | Hold |
1,638
| – | – | 0.03% | 289 |
|
2019
Q2 | $286K | Buy |
1,638
+135
| +9% | +$23.6K | 0.03% | 292 |
|
2019
Q1 | $286K | Hold |
1,503
| – | – | 0.03% | 288 |
|
2018
Q4 | $240K | Hold |
1,503
| – | – | 0.03% | 296 |
|
2018
Q3 | $288K | Buy |
1,503
+180
| +14% | +$34.5K | 0.03% | 315 |
|
2018
Q2 | $211K | Buy |
+1,323
| New | +$211K | 0.02% | 343 |
|
2013
Q3 | – | Sell |
-6,345
| Closed | -$356K | – | 330 |
|
2013
Q2 | $356K | Buy |
+6,345
| New | +$356K | 0.06% | 229 |
|