Proficio Capital Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,235
| Closed | -$1.21M | – | 324 |
|
|
2025
Q2 | $1.21M | Buy |
2,235
+363
| +19% | +$190K | 0.08% | 144 |
|
|
2025
Q1 | $927K | Buy |
1,872
+52
| +3% | +$28.8K | 0.07% | 136 |
|
|
2024
Q4 | $950K | Buy |
1,820
+755
| +71% | +$393K | 0.08% | 111 |
|
|
2024
Q3 | $523K | Sell |
1,065
-568
| -35% | -$264K | 0.05% | 143 |
|
|
2024
Q2 | $726K | Buy |
1,633
+104
| +7% | +$41.4K | 0.08% | 132 |
|
|
2024
Q1 | $610K | Buy |
1,529
+23
| +2% | +$8.69K | 0.07% | 149 |
|
|
2023
Q4 | $508K | Buy |
1,506
+1
| +0.1% | +$298 | 0.06% | 149 |
|
|
2023
Q3 | $440K | Buy |
1,505
+85
| +6% | +$26.5K | 0.06% | 159 |
|
|
2023
Q2 | $486K | Sell |
1,420
-58
| -4% | -$17.5K | 0.07% | 152 |
|
|
2023
Q1 | $378K | Buy |
1,478
+57
| +4% | +$14K | 0.06% | 178 |
|
|
2022
Q4 | $378K | Sell |
1,421
-87
| -6% | -$21.2K | 0.07% | 162 |
|
|
2022
Q3 | $273K | Buy |
1,508
+69
| +5% | +$14.8K | 0.05% | 195 |
|
|
2022
Q2 | $289K | Sell |
1,439
-1
| -0.1% | -$235 | 0.05% | 200 |
|
|
2022
Q1 | $434K | Sell |
1,440
-43
| -3% | -$12.6K | 0.06% | 157 |
|
|
2021
Q4 | $533K | Sell |
1,483
-20
| -1% | -$6.88K | 0.07% | 137 |
|
|
2021
Q3 | $498K | Sell |
1,503
-3
| -0.2% | -$1.01K | 0.07% | 145 |
|
|
2021
Q2 | $462K | Buy |
1,506
+105
| +7% | +$29.5K | 0.06% | 161 |
|
|
2021
Q1 | $345K | Buy |
1,401
+330
| +31% | +$83K | 0.04% | 176 |
|
|
2020
Q4 | $292K | Buy |
1,071
+45
| +4% | +$11.2K | 0.05% | 142 |
|
|
2020
Q3 | $243K | Buy |
+1,026
| New | +$230K | 0.04% | 148 |
|
|
2019
Q3 | – | Sell |
-447
| Closed | -$78K | – | 825 |
|
|
2019
Q2 | $78K | Sell |
447
-30
| -6% | -$5.14K | 0.03% | 259 |
|
|
2019
Q1 | $91K | Buy |
477
+180
| +61% | +$32K | 0.03% | 213 |
|
|
2018
Q4 | $47K | Buy |
297
+24
| +9% | +$4.07K | 0.02% | 307 |
|
|
2018
Q3 | $52K | Hold |
273
| – | – | 0.02% | 344 |
|
|
2018
Q2 | $44K | Buy |
273
+3
| +1% | +$458 | 0.02% | 386 |
|
|
2018
Q1 | $37K | Buy |
270
+30
| +13% | +$4.19K | 0.01% | 431 |
|
|
2017
Q4 | $29K | Buy |
240
+15
| +7% | +$1.88K | 0.01% | 482 |
|
|
2017
Q3 | $26K | Hold |
225
| – | – | 0.01% | 528 |
|
|
2017
Q2 | $23K | Buy |
225
+27
| +14% | +$2.6K | 0.01% | 566 |
|
|
2017
Q1 | $20K | Buy |
198
+81
| +69% | +$6.4K | 0.01% | 616 |
|
|
2016
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 652 |
|
|
2016
Q3 | $9K | Hold |
117
| – | – | 0.01% | 603 |
|
|
2016
Q2 | $9K | Buy |
117
+45
| +63% | +$3.17K | 0.01% | 584 |
|
|
2016
Q1 | $5K | Sell |
72
-171
| -70% | -$10.6K | ﹤0.01% | 518 |
|
|
2015
Q4 | $15K | Buy |
+243
| New | +$13.6K | 0.01% | 225 |
|
Other funds holding ISRG
