Rothschild Investment LLC’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 | $296K | Sell |
545
-16
| -3% | -$8.7K | 0.02% | 430 |
|
|
2025
Q1 | $278K | Buy |
561
+80
| +17% | +$39.6K | 0.02% | 434 |
|
|
2024
Q4 | $251K | Buy |
481
+7
| +1% | +$3.65K | 0.02% | 454 |
|
|
2024
Q3 | $233K | Sell |
474
-1,807
| -79% | -$888K | 0.02% | 481 |
|
|
2024
Q2 | $1.01M | Buy |
2,281
+73
| +3% | +$32.5K | 0.07% | 225 |
|
|
2024
Q1 | $881K | Sell |
2,208
-66
| -3% | -$26.3K | 0.06% | 253 |
|
|
2023
Q4 | $767K | Sell |
2,274
-99
| -4% | -$33.4K | 0.06% | 229 |
|
|
2023
Q3 | $694K | Buy |
2,373
+198
| +9% | +$57.9K | 0.06% | 259 |
|
|
2023
Q2 | $744K | Buy |
2,175
+113
| +5% | +$38.7K | 0.06% | 253 |
|
|
2023
Q1 | $527K | Sell |
2,062
-84
| -4% | -$21.5K | 0.05% | 293 |
|
|
2022
Q4 | $569K | Sell |
2,146
-321
| -13% | -$85.1K | 0.05% | 274 |
|
|
2022
Q3 | $462K | Sell |
2,467
-500
| -17% | -$93.6K | 0.05% | 289 |
|
|
2022
Q2 | $596K | Sell |
2,967
-400
| -12% | -$80.4K | 0.05% | 267 |
|
|
2022
Q1 | $1.02M | Sell |
3,367
-50
| -1% | -$15.1K | 0.08% | 229 |
|
|
2021
Q4 | $1.23M | Buy |
3,417
+30
| +0.9% | +$10.8K | 0.1% | 199 |
|
|
2021
Q3 | $1.12M | Sell |
3,387
-1,650
| -33% | -$547K | 0.09% | 207 |
|
|
2021
Q2 | $1.54M | Sell |
5,037
-63
| -1% | -$19.3K | 0.12% | 170 |
|
|
2021
Q1 | $1.26M | Sell |
5,100
-300
| -6% | -$73.9K | 0.11% | 190 |
|
|
2020
Q4 | $1.47M | Buy |
5,400
+3,345
| +163% | +$912K | 0.14% | 145 |
|
|
2020
Q3 | $486K | Buy |
2,055
+105
| +5% | +$24.8K | 0.05% | 265 |
|
|
2020
Q2 | $370K | Hold |
1,950
| – | – | 0.04% | 288 |
|
|
2020
Q1 | $322K | Sell |
1,950
-225
| -10% | -$37.2K | 0.04% | 301 |
|
|
2019
Q4 | $429K | Hold |
2,175
| – | – | 0.04% | 312 |
|
|
2019
Q3 | $391K | Sell |
2,175
-1,200
| -36% | -$216K | 0.05% | 282 |
|
|
2019
Q2 | $590K | Hold |
3,375
| – | – | 0.07% | 228 |
|
|
2019
Q1 | $642K | Sell |
3,375
-675
| -17% | -$128K | 0.08% | 220 |
|
|
2018
Q4 | $647K | Buy |
4,050
+750
| +23% | +$120K | 0.09% | 199 |
|
|
2018
Q3 | $631K | Sell |
3,300
-300
| -8% | -$57.4K | 0.07% | 218 |
|
|
2018
Q2 | $574K | Hold |
3,600
| – | – | 0.07% | 219 |
|
|
2018
Q1 | $495K | Sell |
3,600
-2,700
| -43% | -$371K | 0.06% | 240 |
|
|
2017
Q4 | $766K | Sell |
6,300
-2,610
| -29% | -$317K | 0.08% | 218 |
|
|
2017
Q3 | $1.04M | Hold |
8,910
| – | – | 0.12% | 196 |
|
|
2017
Q2 | $926K | Sell |
8,910
-6,030
| -40% | -$627K | 0.11% | 211 |
|
|
2017
Q1 | $1.27M | Buy |
14,940
+270
| +2% | +$23K | 0.15% | 172 |
|
|
2016
Q4 | $1.03M | Buy |
14,670
+11,070
| +308% | +$780K | 0.12% | 184 |
|
|
2016
Q3 | $290K | Hold |
3,600
| – | – | 0.04% | 353 |
|
|
2016
Q2 | $265K | Sell |
3,600
-135
| -4% | -$9.94K | 0.03% | 373 |
|
|
2016
Q1 | $249K | Sell |
3,735
-135
| -3% | -$9K | 0.03% | 376 |
|
|
2015
Q4 | $235K | Buy |
+3,870
| New | +$235K | 0.03% | 401 |
|