Roundview Capital’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 | $7.82M | Buy |
14,385
+3,894
| +37% | +$2.12M | 0.52% | 45 |
|
|
2025
Q1 | $5.2M | Buy |
10,491
+178
| +2% | +$88.2K | 0.37% | 64 |
|
|
2024
Q4 | $5.38M | Buy |
10,313
+101
| +1% | +$52.7K | 0.38% | 61 |
|
|
2024
Q3 | $5.02M | Buy |
10,212
+190
| +2% | +$93.3K | 0.36% | 70 |
|
|
2024
Q2 | $4.46M | Buy |
10,022
+29
| +0.3% | +$12.9K | 0.35% | 67 |
|
|
2024
Q1 | $3.99M | Buy |
9,993
+16
| +0.2% | +$6.39K | 0.33% | 71 |
|
|
2023
Q4 | $3.37M | Buy |
9,977
+17
| +0.2% | +$5.74K | 0.31% | 73 |
|
|
2023
Q3 | $2.91M | Hold |
9,960
| – | – | 0.29% | 85 |
|
|
2023
Q2 | $3.41M | Buy |
9,960
+25
| +0.3% | +$8.55K | 0.33% | 77 |
|
|
2023
Q1 | $2.54M | Buy |
9,935
+464
| +5% | +$119K | 0.27% | 94 |
|
|
2022
Q4 | $2.51M | Hold |
9,471
| – | – | 0.29% | 89 |
|
|
2022
Q3 | $1.78M | Buy |
9,471
+76
| +0.8% | +$14.2K | 0.22% | 115 |
|
|
2022
Q2 | $1.89M | Buy |
9,395
+46
| +0.5% | +$9.23K | 0.23% | 117 |
|
|
2022
Q1 | $2.82M | Buy |
9,349
+8
| +0.1% | +$2.41K | 0.29% | 90 |
|
|
2021
Q4 | $3.36M | Buy |
9,341
+5
| +0.1% | +$1.8K | 0.33% | 81 |
|
|
2021
Q3 | $3.09M | Hold |
9,336
| – | – | 0.34% | 77 |
|
|
2021
Q2 | $2.86M | Buy |
9,336
+78
| +0.8% | +$23.9K | 0.32% | 81 |
|
|
2021
Q1 | $2.28M | Buy |
9,258
+45
| +0.5% | +$11.1K | 0.29% | 88 |
|
|
2020
Q4 | $2.51M | Buy |
9,213
+63
| +0.7% | +$17.2K | 0.34% | 76 |
|
|
2020
Q3 | $2.16M | Sell |
9,150
-18
| -0.2% | -$4.26K | 0.34% | 74 |
|
|
2020
Q2 | $1.74M | Buy |
9,168
+75
| +0.8% | +$14.2K | 0.3% | 89 |
|
|
2020
Q1 | $1.5M | Buy |
9,093
+1,284
| +16% | +$212K | 0.32% | 85 |
|
|
2019
Q4 | $1.54M | Hold |
7,809
| – | – | 0.29% | 103 |
|
|
2019
Q3 | $1.41M | Buy |
7,809
+123
| +2% | +$22.1K | 0.3% | 98 |
|
|
2019
Q2 | $1.34M | Buy |
+7,686
| New | +$1.34M | 0.3% | 94 |
|
|
2018
Q3 | – | Sell |
-3,489
| Closed | -$556K | – | 219 |
|
|
2018
Q2 | $556K | Buy |
+3,489
| New | +$556K | 0.15% | 158 |
|