Plante Moran Financial 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 | $175K | Sell |
322
-163
| -34% | -$88.6K | 0.01% | 173 |
|
|
2025
Q1 | $240K | Buy |
485
+145
| +43% | +$71.8K | 0.02% | 152 |
|
|
2024
Q4 | $177K | Buy |
340
+25
| +8% | +$13K | 0.01% | 188 |
|
|
2024
Q3 | $155K | Sell |
315
-12
| -4% | -$5.9K | 0.01% | 208 |
|
|
2024
Q2 | $145K | Buy |
327
+12
| +4% | +$5.34K | 0.01% | 201 |
|
|
2024
Q1 | $126K | Sell |
315
-5
| -2% | -$2K | 0.01% | 219 |
|
|
2023
Q4 | $108K | Buy |
320
+5
| +2% | +$1.69K | 0.01% | 241 |
|
|
2023
Q3 | $92.1K | Sell |
315
-5
| -2% | -$1.46K | 0.01% | 235 |
|
|
2023
Q2 | $109K | Buy |
320
+5
| +2% | +$1.71K | 0.01% | 224 |
|
|
2023
Q1 | $80.5K | Sell |
315
-17
| -5% | -$4.34K | 0.01% | 245 |
|
|
2022
Q4 | $88.1K | Sell |
332
-34
| -9% | -$9.02K | 0.01% | 244 |
|
|
2022
Q3 | $69K | Sell |
366
-22
| -6% | -$4.15K | 0.01% | 263 |
|
|
2022
Q2 | $78K | Sell |
388
-53
| -12% | -$10.7K | 0.01% | 247 |
|
|
2022
Q1 | $133K | Sell |
441
-63
| -13% | -$19K | 0.02% | 203 |
|
|
2021
Q4 | $181K | Sell |
504
-66
| -12% | -$23.7K | 0.03% | 192 |
|
|
2021
Q3 | $189K | Sell |
570
-9
| -2% | -$2.98K | 0.04% | 191 |
|
|
2021
Q2 | $177K | Buy |
579
+42
| +8% | +$12.8K | 0.04% | 189 |
|
|
2021
Q1 | $132K | Buy |
537
+51
| +10% | +$12.5K | 0.04% | 215 |
|
|
2020
Q4 | $133K | Sell |
486
-933
| -66% | -$255K | 0.04% | 215 |
|
|
2020
Q3 | $336K | Buy |
1,419
+933
| +192% | +$221K | 0.12% | 98 |
|
|
2020
Q2 | $92K | Buy |
486
+90
| +23% | +$17K | 0.04% | 220 |
|
|
2020
Q1 | $65K | Sell |
396
-717
| -64% | -$118K | 0.03% | 232 |
|
|
2019
Q4 | $219K | Buy |
1,113
+795
| +250% | +$156K | 0.08% | 142 |
|
|
2019
Q3 | $57K | Buy |
318
+3
| +1% | +$538 | 0.02% | 325 |
|
|
2019
Q2 | $55K | Hold |
315
| – | – | 0.02% | 318 |
|
|
2019
Q1 | $60K | Hold |
315
| – | – | 0.02% | 295 |
|
|
2018
Q4 | $50K | Sell |
315
-9
| -3% | -$1.43K | 0.02% | 284 |
|
|
2018
Q3 | $62K | Buy |
324
+9
| +3% | +$1.72K | 0.02% | 265 |
|
|
2018
Q2 | $50K | Buy |
+315
| New | +$50K | 0.03% | 320 |
|
|
2016
Q3 | – | Sell |
-45
| Closed | -$3K | – | 958 |
|
|
2016
Q2 | $3K | Sell |
45
-27
| -38% | -$1.8K | ﹤0.01% | 722 |
|
|
2016
Q1 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 584 |
|
|
2014
Q3 | – | Sell |
-954
| Closed | -$44K | – | 822 |
|
|
2014
Q2 | $44K | Buy |
954
+684
| +253% | +$31.5K | 0.04% | 254 |
|
|
2014
Q1 | $13K | Buy |
+270
| New | +$13K | 0.01% | 310 |
|