Sigma 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 | $9.36M | Buy |
17,233
+867
| +5% | +$471K | 0.52% | 40 |
|
|
2025
Q1 | $8.11M | Sell |
16,366
-1,965
| -11% | -$973K | 0.5% | 40 |
|
|
2024
Q4 | $9.57M | Sell |
18,331
-685
| -4% | -$358K | 0.56% | 37 |
|
|
2024
Q3 | $9.34M | Sell |
19,016
-26
| -0.1% | -$12.8K | 0.55% | 40 |
|
|
2024
Q2 | $8.47M | Buy |
19,042
+84
| +0.4% | +$37.4K | 0.53% | 40 |
|
|
2024
Q1 | $7.57M | Sell |
18,958
-158
| -0.8% | -$63.1K | 0.49% | 46 |
|
|
2023
Q4 | $6.45M | Buy |
19,116
+706
| +4% | +$238K | 0.46% | 47 |
|
|
2023
Q3 | $5.38M | Buy |
18,410
+193
| +1% | +$56.4K | 0.41% | 49 |
|
|
2023
Q2 | $6.23M | Buy |
18,217
+21
| +0.1% | +$7.18K | 0.46% | 45 |
|
|
2023
Q1 | $4.65M | Buy |
18,196
+1
| +0% | +$255 | 0.36% | 52 |
|
|
2022
Q4 | $4.83M | Buy |
18,195
+30
| +0.2% | +$7.96K | 0.4% | 45 |
|
|
2022
Q3 | $3.41M | Sell |
18,165
-156
| -0.9% | -$29.2K | 0.29% | 54 |
|
|
2022
Q2 | $3.68M | Buy |
18,321
+93
| +0.5% | +$18.7K | 0.3% | 54 |
|
|
2022
Q1 | $5.5M | Buy |
18,228
+394
| +2% | +$119K | 0.39% | 45 |
|
|
2021
Q4 | $6.41M | Sell |
17,834
-58
| -0.3% | -$20.8K | 0.45% | 41 |
|
|
2021
Q3 | $5.93M | Buy |
17,892
+366
| +2% | +$121K | 0.44% | 40 |
|
|
2021
Q2 | $5.37M | Sell |
17,526
-300
| -2% | -$92K | 0.4% | 45 |
|
|
2021
Q1 | $4.39M | Sell |
17,826
-159
| -0.9% | -$39.2K | 0.36% | 50 |
|
|
2020
Q4 | $4.91M | Buy |
17,985
+8,697
| +94% | +$2.37M | 0.42% | 44 |
|
|
2020
Q3 | $2.2M | Sell |
9,288
-8,586
| -48% | -$2.03M | 0.43% | 45 |
|
|
2020
Q2 | $3.4M | Buy |
17,874
+2,094
| +13% | +$398K | 0.36% | 51 |
|
|
2020
Q1 | $2.61M | Buy |
15,780
+834
| +6% | +$138K | 0.33% | 51 |
|
|
2019
Q4 | $2.95M | Buy |
14,946
+780
| +6% | +$154K | 0.31% | 57 |
|
|
2019
Q3 | $2.55M | Buy |
14,166
+831
| +6% | +$150K | 0.29% | 56 |
|
|
2019
Q2 | $2.33M | Buy |
13,335
+645
| +5% | +$113K | 0.27% | 59 |
|
|
2019
Q1 | $2.41M | Buy |
12,690
+690
| +6% | +$131K | 0.3% | 59 |
|
|
2018
Q4 | $1.92M | Buy |
12,000
+807
| +7% | +$129K | 0.27% | 63 |
|
|
2018
Q3 | $2.14M | Buy |
11,193
+1,095
| +11% | +$210K | 0.27% | 59 |
|
|
2018
Q2 | $1.61M | Buy |
10,098
+2,454
| +32% | +$392K | 0.21% | 68 |
|
|
2018
Q1 | $1.05M | Buy |
+7,644
| New | +$1.05M | 0.14% | 71 |
|