PFG Advisors’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 | $4.88M | Buy |
8,982
+1,312
| +17% | +$713K | 0.23% | 91 |
|
|
2025
Q1 | $3.8M | Buy |
7,670
+1,833
| +31% | +$908K | 0.21% | 123 |
|
|
2024
Q4 | $3.05M | Buy |
5,837
+49
| +0.8% | +$25.6K | 0.19% | 131 |
|
|
2024
Q3 | $2.84M | Sell |
5,788
-677
| -10% | -$333K | 0.18% | 135 |
|
|
2024
Q2 | $2.88M | Sell |
6,465
-39
| -0.6% | -$17.3K | 0.19% | 132 |
|
|
2024
Q1 | $2.6M | Sell |
6,504
-180
| -3% | -$71.8K | 0.19% | 136 |
|
|
2023
Q4 | $2.25M | Buy |
6,684
+42
| +0.6% | +$14.2K | 0.18% | 146 |
|
|
2023
Q3 | $1.94M | Sell |
6,642
-47
| -0.7% | -$13.7K | 0.17% | 142 |
|
|
2023
Q2 | $2.29M | Sell |
6,689
-608
| -8% | -$208K | 0.17% | 149 |
|
|
2023
Q1 | $1.86M | Buy |
7,297
+70
| +1% | +$17.9K | 0.16% | 161 |
|
|
2022
Q4 | $1.92M | Buy |
7,227
+975
| +16% | +$259K | 0.19% | 146 |
|
|
2022
Q3 | $1.17M | Buy |
6,252
+201
| +3% | +$37.7K | 0.13% | 197 |
|
|
2022
Q2 | $1.21M | Sell |
6,051
-36
| -0.6% | -$7.22K | 0.14% | 146 |
|
|
2022
Q1 | $1.84M | Buy |
6,087
+563
| +10% | +$170K | 0.18% | 122 |
|
|
2021
Q4 | $1.99M | Buy |
5,524
+511
| +10% | +$184K | 0.2% | 150 |
|
|
2021
Q3 | $1.66M | Buy |
5,013
+144
| +3% | +$47.7K | 0.18% | 163 |
|
|
2021
Q2 | $1.49M | Buy |
4,869
+54
| +1% | +$16.6K | 0.17% | 168 |
|
|
2021
Q1 | $1.19M | Buy |
4,815
+450
| +10% | +$111K | 0.15% | 183 |
|
|
2020
Q4 | $1.19M | Hold |
4,365
| – | – | 0.2% | 134 |
|
|
2020
Q3 | $1.05M | Buy |
4,365
+57
| +1% | +$13.7K | 0.2% | 133 |
|
|
2020
Q2 | $827K | Buy |
4,308
+30
| +0.7% | +$5.76K | 0.19% | 140 |
|
|
2020
Q1 | $739K | Sell |
4,278
-174
| -4% | -$30.1K | 0.2% | 137 |
|
|
2019
Q4 | $863K | Sell |
4,452
-15
| -0.3% | -$2.91K | 0.21% | 136 |
|
|
2019
Q3 | $766K | Buy |
4,467
+216
| +5% | +$37K | 0.21% | 139 |
|
|
2019
Q2 | $748K | Buy |
+4,251
| New | +$748K | 0.2% | 144 |
|