Pin Oak Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41K | Sell |
88
-66
| -43% | -$33.4K | 0.03% | 229 |
|
|
2025
Q4 | $75K | Buy |
154
+88
| +133% | +$46.8K | 0.05% | 171 |
|
|
2025
Q3 | $29.5K | Sell |
66
-15
| -19% | -$7.2K | 0.02% | 263 |
|
|
2025
Q2 | $40K | Hold |
81
| – | – | 0.03% | 215 |
|
|
2025
Q1 | $40K | Hold |
81
| – | – | 0.03% | 208 |
|
|
2024
Q4 | $40K | Hold |
81
| – | – | 0.04% | 206 |
|
|
2024
Q3 | $39K | Hold |
81
| – | – | 0.04% | 207 |
|
|
2024
Q2 | $36K | Hold |
81
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $32K | Hold |
81
| – | – | 0.03% | 215 |
|
|
2023
Q4 | $27K | Hold |
81
| – | – | 0.03% | 231 |
|
|
2023
Q3 | $24K | Hold |
81
| – | – | 0.03% | 228 |
|
|
2023
Q2 | $28K | Hold |
81
| – | – | 0.03% | 212 |
|
|
2023
Q1 | $21K | Hold |
81
| – | – | 0.03% | 230 |
|
|
2022
Q4 | $21K | Hold |
81
| – | – | 0.03% | 220 |
|
|
2022
Q3 | $15K | Sell |
81
-135
| -63% | -$29K | 0.02% | 241 |
|
|
2022
Q2 | $43K | Hold |
216
| – | – | 0.05% | 146 |
|
|
2022
Q1 | $65K | Hold |
216
| – | – | 0.07% | 140 |
|
|
2021
Q4 | $78K | Hold |
216
| – | – | 0.08% | 140 |
|
|
2021
Q3 | $72K | Hold |
216
| – | – | 0.08% | 139 |
|
|
2021
Q2 | $66K | Sell |
216
-240
| -53% | -$67.3K | 0.07% | 146 |
|
|
2021
Q1 | $112K | Buy |
+456
| New | +$115K | 0.1% | 129 |
|
|
2020
Q4 | – | Sell |
-570
| Closed | -$135K | – | 425 |
|
|
2020
Q3 | $135K | Buy |
+570
| New | +$128K | 0.13% | 112 |
|
Other funds holding ISRG
VCM
VPM
