SFA
Sequoia Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
9,684
+1,097
| +13% | +$596K | 0.04% | 271 |
|
|
2025
Q1 | $4.25M | Buy |
8,587
+27
| +0.3% | +$13.4K | 0.03% | 297 |
|
|
2024
Q4 | $4.47M | Buy |
8,560
+942
| +12% | +$492K | 0.04% | 265 |
|
|
2024
Q3 | $3.74M | Buy |
7,618
+308
| +4% | +$151K | 0.04% | 255 |
|
|
2024
Q2 | $3.25M | Buy |
7,310
+417
| +6% | +$185K | 0.04% | 245 |
|
|
2024
Q1 | $2.75M | Sell |
6,893
-1,422
| -17% | -$567K | 0.03% | 276 |
|
|
2023
Q4 | $2.81M | Buy |
8,315
+3,054
| +58% | +$1.03M | 0.03% | 289 |
|
|
2023
Q3 | $1.54M | Sell |
5,261
-968
| -16% | -$283K | 0.03% | 267 |
|
|
2023
Q2 | $2.13M | Buy |
6,229
+416
| +7% | +$142K | 0.04% | 231 |
|
|
2023
Q1 | $1.49M | Sell |
5,813
-280
| -5% | -$71.5K | 0.03% | 252 |
|
|
2022
Q4 | $1.62M | Buy |
6,093
+3,088
| +103% | +$819K | 0.04% | 222 |
|
|
2022
Q3 | $563K | Sell |
3,005
-234
| -7% | -$43.8K | 0.02% | 278 |
|
|
2022
Q2 | $650K | Sell |
3,239
-711
| -18% | -$143K | 0.02% | 285 |
|
|
2022
Q1 | $1.19M | Buy |
3,950
+345
| +10% | +$104K | 0.03% | 232 |
|
|
2021
Q4 | $1.3M | Buy |
3,605
+3,006
| +502% | +$1.08M | 0.04% | 217 |
|
|
2021
Q3 | $595K | Sell |
599
-609
| -50% | -$605K | 0.06% | 137 |
|
|
2021
Q2 | $1.11M | Buy |
1,208
+24
| +2% | +$22.1K | 0.04% | 192 |
|
|
2021
Q1 | $875K | Sell |
1,184
-60
| -5% | -$44.3K | 0.04% | 202 |
|
|
2020
Q4 | $1.02M | Buy |
1,244
+3
| +0.2% | +$2.46K | 0.05% | 186 |
|
|
2020
Q3 | $881K | Buy |
1,241
+198
| +19% | +$141K | 0.05% | 180 |
|
|
2020
Q2 | $594K | Buy |
1,043
+19
| +2% | +$10.8K | 0.04% | 199 |
|
|
2020
Q1 | $507K | Buy |
1,024
+65
| +7% | +$32.2K | 0.04% | 200 |
|
|
2019
Q4 | $567K | Buy |
959
+128
| +15% | +$75.7K | 0.04% | 204 |
|
|
2019
Q3 | $449K | Sell |
831
-212
| -20% | -$115K | 0.03% | 209 |
|
|
2019
Q2 | $547K | Buy |
1,043
+368
| +55% | +$193K | 0.04% | 180 |
|
|
2019
Q1 | $385K | Buy |
675
+150
| +29% | +$85.6K | 0.03% | 233 |
|
|
2018
Q4 | $251K | Buy |
525
+5
| +1% | +$2.39K | 0.03% | 244 |
|
|
2018
Q3 | $298K | Hold |
520
| – | – | 0.03% | 227 |
|
|
2018
Q2 | $249K | Hold |
520
| – | – | 0.03% | 259 |
|
|
2018
Q1 | $215K | Buy |
+520
| New | +$215K | 0.02% | 275 |
|