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 |
|