Rehmann Capital Advisory Group’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 | $1.01M | Buy |
1,855
+197
| +12% | +$107K | 0.06% | 206 |
|
|
2025
Q1 | $821K | Buy |
1,658
+125
| +8% | +$61.9K | 0.05% | 255 |
|
|
2024
Q4 | $800K | Sell |
1,533
-11
| -0.7% | -$5.74K | 0.05% | 247 |
|
|
2024
Q3 | $760K | Sell |
1,544
-206
| -12% | -$101K | 0.05% | 255 |
|
|
2024
Q2 | $778K | Sell |
1,750
-3
| -0.2% | -$1.34K | 0.06% | 245 |
|
|
2024
Q1 | $700K | Buy |
1,753
+73
| +4% | +$29.1K | 0.05% | 257 |
|
|
2023
Q4 | $567K | Buy |
1,680
+224
| +15% | +$75.6K | 0.05% | 285 |
|
|
2023
Q3 | $426K | Buy |
1,456
+9
| +0.6% | +$2.63K | 0.04% | 323 |
|
|
2023
Q2 | $495K | Sell |
1,447
-76
| -5% | -$26K | 0.04% | 309 |
|
|
2023
Q1 | $389K | Buy |
1,523
+104
| +7% | +$26.6K | 0.04% | 354 |
|
|
2022
Q4 | $377K | Buy |
1,419
+108
| +8% | +$28.7K | 0.04% | 352 |
|
|
2022
Q3 | $246K | Sell |
1,311
-28
| -2% | -$5.25K | 0.03% | 429 |
|
|
2022
Q2 | $269K | Buy |
1,339
+179
| +15% | +$35.9K | 0.03% | 399 |
|
|
2022
Q1 | $350K | Buy |
1,160
+69
| +6% | +$20.8K | 0.03% | 376 |
|
|
2021
Q4 | $392K | Sell |
1,091
-16
| -1% | -$5.75K | 0.04% | 373 |
|
|
2021
Q3 | $367K | Sell |
1,107
-78
| -7% | -$25.8K | 0.03% | 389 |
|
|
2021
Q2 | $365K | Buy |
1,185
+90
| +8% | +$27.7K | 0.04% | 389 |
|
|
2021
Q1 | $270K | Sell |
1,095
-369
| -25% | -$90.9K | 0.03% | 430 |
|
|
2020
Q4 | $399K | Buy |
1,464
+93
| +7% | +$25.4K | 0.05% | 305 |
|
|
2020
Q3 | $324K | Sell |
1,371
-54
| -4% | -$12.8K | 0.04% | 308 |
|
|
2020
Q2 | $271K | Buy |
1,425
+174
| +14% | +$33.1K | 0.04% | 342 |
|
|
2020
Q1 | $207K | Buy |
+1,251
| New | +$207K | 0.03% | 357 |
|
|
2019
Q3 | $205K | Sell |
1,137
-18
| -2% | -$3.24K | 0.02% | 306 |
|
|
2019
Q2 | $202K | Buy |
1,155
+57
| +5% | +$9.97K | 0.02% | 434 |
|
|
2019
Q1 | $209K | Buy |
1,098
+45
| +4% | +$8.56K | 0.03% | 402 |
|
|
2018
Q4 | $168K | Buy |
1,053
+93
| +10% | +$14.8K | 0.03% | 278 |
|
|
2018
Q3 | $184K | Sell |
960
-24
| -2% | -$4.59K | 0.03% | 419 |
|
|
2018
Q2 | $157K | Buy |
984
+78
| +9% | +$12.4K | 0.02% | 441 |
|
|
2018
Q1 | $125K | Buy |
+906
| New | +$125K | 0.02% | 486 |
|
|
2013
Q3 | – | Sell |
-4,212
| Closed | -$237K | – | 290 |
|
|
2013
Q2 | $237K | Buy |
+4,212
| New | +$237K | 0.08% | 209 |
|