Pinnacle Wealth Planning Services’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 | $1.43M | Buy |
2,625
+441
| +20% | +$240K | 0.19% | 67 |
|
|
2025
Q1 | $1.08M | Buy |
2,184
+83
| +4% | +$41.1K | 0.16% | 80 |
|
|
2024
Q4 | $1.1M | Sell |
2,101
-462
| -18% | -$241K | 0.16% | 72 |
|
|
2024
Q3 | $1.26M | Sell |
2,563
-230
| -8% | -$113K | 0.17% | 78 |
|
|
2024
Q2 | $1.24M | Buy |
2,793
+46
| +2% | +$20.5K | 0.18% | 79 |
|
|
2024
Q1 | $1.1M | Buy |
2,747
+14
| +0.5% | +$5.59K | 0.16% | 91 |
|
|
2023
Q4 | $922K | Buy |
2,733
+239
| +10% | +$80.6K | 0.14% | 97 |
|
|
2023
Q3 | $729K | Sell |
2,494
-93
| -4% | -$27.2K | 0.12% | 110 |
|
|
2023
Q2 | $885K | Buy |
2,587
+190
| +8% | +$65K | 0.14% | 98 |
|
|
2023
Q1 | $612K | Sell |
2,397
-26
| -1% | -$6.64K | 0.1% | 142 |
|
|
2022
Q4 | $643K | Sell |
2,423
-24
| -1% | -$6.37K | 0.11% | 126 |
|
|
2022
Q3 | $459K | Sell |
2,447
-49
| -2% | -$9.19K | 0.08% | 153 |
|
|
2022
Q2 | $501K | Buy |
2,496
+141
| +6% | +$28.3K | 0.09% | 153 |
|
|
2022
Q1 | $710K | Buy |
2,355
+101
| +4% | +$30.5K | 0.13% | 123 |
|
|
2021
Q4 | $810K | Buy |
2,254
+523
| +30% | +$188K | 0.16% | 95 |
|
|
2021
Q3 | $574K | Buy |
1,731
+3
| +0.2% | +$995 | 0.13% | 122 |
|
|
2021
Q2 | $530K | Buy |
1,728
+168
| +11% | +$51.5K | 0.12% | 123 |
|
|
2021
Q1 | $384K | Sell |
1,560
-69
| -4% | -$17K | 0.1% | 172 |
|
|
2020
Q4 | $444K | Sell |
1,629
-108
| -6% | -$29.4K | 0.11% | 124 |
|
|
2020
Q3 | $411K | Buy |
1,737
+63
| +4% | +$14.9K | 0.14% | 116 |
|
|
2020
Q2 | $318K | Sell |
1,674
-198
| -11% | -$37.6K | 0.1% | 151 |
|
|
2020
Q1 | $308K | Buy |
1,872
+336
| +22% | +$55.3K | 0.15% | 133 |
|
|
2019
Q4 | $302K | Buy |
1,536
+219
| +17% | +$43.1K | 0.14% | 150 |
|
|
2019
Q3 | $237K | Buy |
+1,317
| New | +$237K | 0.13% | 155 |
|
|
2019
Q1 | – | Sell |
-1,410
| Closed | -$225K | – | 176 |
|
|
2018
Q4 | $225K | Sell |
1,410
-63
| -4% | -$10.1K | 0.14% | 115 |
|
|
2018
Q3 | $282K | Sell |
1,473
-63
| -4% | -$12.1K | 0.26% | 125 |
|
|
2018
Q2 | $245K | Sell |
1,536
-30
| -2% | -$4.79K | 0.24% | 136 |
|
|
2018
Q1 | $216K | Buy |
+1,566
| New | +$216K | 0.22% | 153 |
|