Sheaff Brock Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.95M | Buy |
12,022
+12
| +0.1% | +$5.94K | 0.55% | 57 |
|
|
2024
Q4 | $6.27M | Sell |
12,010
-20
| -0.2% | -$10.4K | 0.55% | 50 |
|
|
2024
Q3 | $5.91M | Buy |
+12,030
| New | +$5.91M | 0.52% | 53 |
|
|
2024
Q2 | – | Sell |
-2,265
| Closed | -$904K | – | 487 |
|
|
2024
Q1 | $904K | Buy |
2,265
+39
| +2% | +$15.6K | 0.06% | 198 |
|
|
2023
Q4 | $751K | Buy |
2,226
+29
| +1% | +$9.78K | 0.06% | 211 |
|
|
2023
Q3 | $642K | Hold |
2,197
| – | – | 0.06% | 209 |
|
|
2023
Q2 | $751K | Hold |
2,197
| – | – | 0.06% | 198 |
|
|
2023
Q1 | $561K | Hold |
2,197
| – | – | 0.05% | 238 |
|
|
2022
Q4 | $583K | Buy |
2,197
+22
| +1% | +$5.84K | 0.06% | 218 |
|
|
2022
Q3 | $408K | Hold |
2,175
| – | – | 0.04% | 263 |
|
|
2022
Q2 | $437K | Hold |
2,175
| – | – | 0.04% | 262 |
|
|
2022
Q1 | $657K | Hold |
2,175
| – | – | 0.05% | 228 |
|
|
2021
Q4 | $781K | Hold |
2,175
| – | – | 0.05% | 208 |
|
|
2021
Q3 | $721K | Hold |
2,175
| – | – | 0.05% | 205 |
|
|
2021
Q2 | $667K | Hold |
2,175
| – | – | 0.05% | 219 |
|
|
2021
Q1 | $536K | Sell |
2,175
-6
| -0.3% | -$1.48K | 0.04% | 245 |
|
|
2020
Q4 | $595K | Hold |
2,181
| – | – | 0.05% | 205 |
|
|
2020
Q3 | $516K | Buy |
2,181
+6
| +0.3% | +$1.42K | 0.05% | 213 |
|
|
2020
Q2 | $413K | Hold |
2,175
| – | – | 0.04% | 236 |
|
|
2020
Q1 | $359K | Hold |
2,175
| – | – | 0.05% | 234 |
|
|
2019
Q4 | $429K | Hold |
2,175
| – | – | 0.04% | 265 |
|
|
2019
Q3 | $391K | Hold |
2,175
| – | – | 0.04% | 285 |
|
|
2019
Q2 | $380K | Sell |
2,175
-300
| -12% | -$52.4K | 0.04% | 288 |
|
|
2019
Q1 | $471K | Sell |
2,475
-165
| -6% | -$31.4K | 0.06% | 256 |
|
|
2018
Q4 | $421K | Buy |
2,640
+48
| +2% | +$7.66K | 0.07% | 258 |
|
|
2018
Q3 | $496K | Buy |
2,592
+75
| +3% | +$14.4K | 0.05% | 261 |
|
|
2018
Q2 | $401K | Buy |
2,517
+42
| +2% | +$6.69K | 0.04% | 294 |
|
|
2018
Q1 | $341K | Buy |
2,475
+300
| +14% | +$41.3K | 0.04% | 313 |
|
|
2017
Q4 | $265K | Buy |
+2,175
| New | +$265K | 0.03% | 375 |
|