Prelude 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
$901K Sell
1,658
-208
-11% -$113K 0.09% 284
2025
Q1
$924K Buy
1,866
+236
+14% +$117K 0.07% 272
2024
Q4
$851K Buy
1,630
+90
+6% +$47K 0.05% 362
2024
Q3
$757K Buy
1,540
+90
+6% +$44.2K 0.05% 415
2024
Q2
$645K Sell
1,450
-1,220
-46% -$543K 0.04% 381
2024
Q1
$1.07M Buy
2,670
+711
+36% +$284K 0.06% 347
2023
Q4
$661K Sell
1,959
-2,629
-57% -$887K 0.04% 349
2023
Q3
$1.34M Buy
4,588
+1,331
+41% +$389K 0.09% 210
2023
Q2
$1.11M Buy
3,257
+1,763
+118% +$603K 0.07% 252
2023
Q1
$382K Sell
1,494
-2,809
-65% -$718K 0.02% 491
2022
Q4
$1.14M Buy
+4,303
New +$1.14M 0.06% 312
2022
Q3
Hold
0
1619
2022
Q2
Sell
-6,595
Closed -$1.99M 1684
2022
Q1
$1.99M Buy
6,595
+3,424
+108% +$1.03M 0.06% 259
2021
Q4
$1.14M Buy
3,171
+993
+46% +$357K 0.03% 405
2021
Q3
$722K Sell
2,178
-1,593
-42% -$528K 0.02% 523
2021
Q2
$1.16M Buy
3,771
+90
+2% +$27.6K 0.03% 412
2021
Q1
$907K Buy
3,681
+2,592
+238% +$639K 0.02% 393
2020
Q4
$297K Sell
1,089
-495
-31% -$135K 0.01% 519
2020
Q3
$375K Buy
1,584
+1,443
+1,023% +$342K 0.02% 341
2020
Q2
$27K Sell
141
-540
-79% -$103K ﹤0.01% 901
2020
Q1
$112K Sell
681
-1,134
-62% -$187K 0.01% 336
2019
Q4
$358K Buy
+1,815
New +$358K 0.01% 392
2019
Q3
Hold
0
1375
2019
Q2
Hold
0
1468
2018
Q3
Sell
-4,380
Closed -$699K 1505
2018
Q2
$699K Buy
4,380
+4,233
+2,880% +$676K 0.04% 319
2018
Q1
$20K Buy
+147
New +$20K ﹤0.01% 1116
2017
Q1
Sell
-1,386
Closed -$98K 1551
2016
Q4
$98K Sell
1,386
-1,395
-50% -$98.6K 0.01% 807
2016
Q3
$224K Buy
2,781
+1,269
+84% +$102K 0.02% 486
2016
Q2
$111K Sell
1,512
-2,052
-58% -$151K 0.02% 673
2016
Q1
$238K Buy
+3,564
New +$238K 0.03% 436
2015
Q1
Sell
-1,800
Closed -$106K 1943
2014
Q4
$106K Sell
1,800
-2,250
-56% -$133K 0.02% 916
2014
Q3
$208K Buy
4,050
+3,150
+350% +$162K 0.03% 638
2014
Q2
$41K Buy
+900
New +$41K 0.01% 1300
2014
Q1
Sell
-1,791
Closed -$76K 1794
2013
Q4
$76K Hold
1,791
0.01% 875
2013
Q3
$75K Buy
+1,791
New +$75K 0.01% 762