Rational 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 | $39.1K | Sell |
72
-1,428
| -95% | -$776K | ﹤0.01% | 137 |
|
|
2025
Q1 | $743K | Buy |
+1,500
| New | +$743K | 0.08% | 89 |
|
|
2024
Q2 | – | Sell |
-2,400
| Closed | -$958K | – | 213 |
|
|
2024
Q1 | $958K | Buy |
+2,400
| New | +$958K | 0.09% | 82 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$6K | – | 409 |
|
|
2020
Q3 | $6K | Sell |
24
-72
| -75% | -$18K | ﹤0.01% | 348 |
|
|
2020
Q2 | $18K | Buy |
+96
| New | +$18K | 0.01% | 290 |
|
|
2020
Q1 | – | Sell |
-3,615
| Closed | -$713K | – | 341 |
|
|
2019
Q4 | $713K | Buy |
3,615
+3,546
| +5,139% | +$699K | 0.33% | 84 |
|
|
2019
Q3 | $12K | Sell |
69
-24
| -26% | -$4.17K | ﹤0.01% | 488 |
|
|
2019
Q2 | $16K | Sell |
93
-261
| -74% | -$44.9K | 0.01% | 463 |
|
|
2019
Q1 | $67K | Buy |
354
+312
| +743% | +$59.1K | 0.02% | 292 |
|
|
2018
Q4 | $7K | Sell |
42
-93
| -69% | -$15.5K | ﹤0.01% | 410 |
|
|
2018
Q3 | $26K | Sell |
135
-210
| -61% | -$40.4K | 0.01% | 336 |
|
|
2018
Q2 | $55K | Buy |
345
+174
| +102% | +$27.7K | 0.03% | 258 |
|
|
2018
Q1 | $24K | Buy |
+171
| New | +$24K | 0.01% | 317 |
|
|
2015
Q3 | $152K | Buy |
2,979
+585
| +24% | +$29.8K | 0.06% | 179 |
|
|
2015
Q2 | $129K | Sell |
2,394
-162
| -6% | -$8.73K | 0.04% | 195 |
|
|
2015
Q1 | $143K | Sell |
2,556
-882
| -26% | -$49.3K | 0.03% | 202 |
|
|
2014
Q4 | $202K | Buy |
+3,438
| New | +$202K | 0.04% | 214 |
|
|
2013
Q4 | $8K | Sell |
189
-9
| -5% | -$381 | ﹤0.01% | 825 |
|
|
2013
Q3 | $8K | Hold |
198
| – | – | ﹤0.01% | 847 |
|
|
2013
Q2 | $11K | Buy |
+198
| New | +$11K | ﹤0.01% | 819 |
|