Salem Investment Counselors’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 | $32.3M | Sell |
59,482
-231
| -0.4% | -$126K | 1.02% | 19 |
|
|
2025
Q1 | $29.6M | Sell |
59,713
-369
| -0.6% | -$183K | 1.03% | 19 |
|
|
2024
Q4 | $31.4M | Sell |
60,082
-2,818
| -4% | -$1.47M | 1.03% | 18 |
|
|
2024
Q3 | $30.9M | Buy |
62,900
+669
| +1% | +$329K | 0.93% | 19 |
|
|
2024
Q2 | $27.7M | Buy |
62,231
+1,206
| +2% | +$536K | 0.89% | 21 |
|
|
2024
Q1 | $24.4M | Buy |
61,025
+1,837
| +3% | +$733K | 0.8% | 24 |
|
|
2023
Q4 | $20M | Buy |
59,188
+684
| +1% | +$231K | 0.68% | 23 |
|
|
2023
Q3 | $17.1M | Buy |
58,504
+1,824
| +3% | +$533K | 0.65% | 27 |
|
|
2023
Q2 | $19.4M | Sell |
56,680
-266
| -0.5% | -$91K | 0.7% | 22 |
|
|
2023
Q1 | $14.5M | Buy |
56,946
+573
| +1% | +$146K | 0.58% | 28 |
|
|
2022
Q4 | $15M | Buy |
56,373
+610
| +1% | +$162K | 0.64% | 29 |
|
|
2022
Q3 | $10.5M | Buy |
55,763
+3,125
| +6% | +$586K | 0.48% | 37 |
|
|
2022
Q2 | $10.6M | Buy |
52,638
+6,045
| +13% | +$1.21M | 0.48% | 38 |
|
|
2022
Q1 | $14.1M | Buy |
46,593
+992
| +2% | +$299K | 0.55% | 32 |
|
|
2021
Q4 | $16.4M | Buy |
45,601
+1,222
| +3% | +$439K | 0.57% | 29 |
|
|
2021
Q3 | $14.7M | Buy |
44,379
+1,632
| +4% | +$541K | 0.8% | 30 |
|
|
2021
Q2 | $13.1M | Buy |
42,747
+1,929
| +5% | +$591K | 0.72% | 33 |
|
|
2021
Q1 | $10.1M | Buy |
40,818
+2,535
| +7% | +$624K | 0.61% | 43 |
|
|
2020
Q4 | $10.4M | Buy |
38,283
+1,305
| +4% | +$356K | 0.69% | 37 |
|
|
2020
Q3 | $8.75M | Buy |
36,978
+489
| +1% | +$116K | 0.67% | 37 |
|
|
2020
Q2 | $6.93M | Buy |
36,489
+1,506
| +4% | +$286K | 0.59% | 44 |
|
|
2020
Q1 | $5.78M | Buy |
34,983
+3,543
| +11% | +$585K | 0.6% | 44 |
|
|
2019
Q4 | $6.2M | Buy |
31,440
+1,914
| +6% | +$377K | 0.51% | 50 |
|
|
2019
Q3 | $5.31M | Buy |
29,526
+2,364
| +9% | +$425K | 0.49% | 51 |
|
|
2019
Q2 | $4.75M | Buy |
27,162
+10,614
| +64% | +$1.86M | 0.44% | 56 |
|
|
2019
Q1 | $3.17M | Sell |
16,548
-3,030
| -15% | -$580K | 0.32% | 71 |
|
|
2018
Q4 | $3.13M | Buy |
19,578
+3,030
| +18% | +$484K | 0.39% | 63 |
|
|
2018
Q3 | $3.17M | Buy |
16,548
+210
| +1% | +$40.2K | 0.32% | 71 |
|
|
2018
Q2 | $2.61M | Buy |
16,338
+1,983
| +14% | +$316K | 0.24% | 74 |
|
|
2018
Q1 | $1.92M | Buy |
14,355
+195
| +1% | +$26.1K | 0.22% | 85 |
|
|
2017
Q4 | $1.72M | Buy |
14,160
+930
| +7% | +$113K | 0.19% | 93 |
|
|
2017
Q3 | $1.56M | Buy |
13,230
+6,561
| +98% | +$775K | 0.18% | 99 |
|
|
2017
Q2 | $693K | Buy |
6,669
+9
| +0.1% | +$935 | 0.08% | 143 |
|
|
2017
Q1 | $566K | Buy |
6,660
+900
| +16% | +$76.5K | 0.06% | 175 |
|
|
2016
Q4 | $406K | Buy |
5,760
+1,350
| +31% | +$95.2K | 0.05% | 191 |
|
|
2016
Q3 | $3.55K | Hold |
4,410
| – | – | 0.05% | 181 |
|
|
2016
Q2 | $324K | Buy |
+4,410
| New | +$324K | 0.04% | 213 |
|