Sheaff Brock Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.95M | Buy |
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|
2024
Q4 | $6.27M | Sell |
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|
2024
Q3 | $5.91M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $904K | Buy |
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|
2023
Q4 | $751K | Buy |
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|
2023
Q3 | $642K | Hold |
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|
2023
Q2 | $751K | Hold |
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|
2023
Q1 | $561K | Hold |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $437K | Hold |
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|
2022
Q1 | $657K | Hold |
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|
2021
Q4 | $781K | Hold |
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|
2021
Q3 | $721K | Hold |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $595K | Hold |
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|
2020
Q3 | $516K | Buy |
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|
2020
Q2 | $413K | Hold |
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|
2020
Q1 | $359K | Hold |
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|
2019
Q4 | $429K | Hold |
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|
2019
Q3 | $391K | Hold |
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|
2019
Q2 | $380K | Sell |
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|
2019
Q1 | $471K | Sell |
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|
2018
Q4 | $421K | Buy |
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|
2018
Q3 | $496K | Buy |
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|
2018
Q2 | $401K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $265K | Buy |
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