Simon Quick Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
4,546
+2,080
| +84% | +$1.13M | 0.1% | 136 |
|
|
2025
Q1 | $1.22M | Buy |
2,466
+334
| +16% | +$165K | 0.07% | 144 |
|
|
2024
Q4 | $1.11M | Buy |
2,132
+160
| +8% | +$83.5K | 0.07% | 139 |
|
|
2024
Q3 | $969K | Buy |
1,972
+152
| +8% | +$74.7K | 0.06% | 156 |
|
|
2024
Q2 | $810K | Buy |
1,820
+175
| +11% | +$77.8K | 0.06% | 154 |
|
|
2024
Q1 | $657K | Buy |
1,645
+266
| +19% | +$106K | 0.05% | 167 |
|
|
2023
Q4 | $465K | Buy |
1,379
+173
| +14% | +$58.4K | 0.04% | 183 |
|
|
2023
Q3 | $353K | Buy |
+1,206
| New | +$353K | 0.03% | 210 |
|
|
2020
Q4 | – | Sell |
-141
| Closed | -$33K | – | 492 |
|
|
2020
Q3 | $33K | Sell |
141
-15
| -10% | -$3.51K | 0.01% | 244 |
|
|
2020
Q2 | $30K | Buy |
156
+87
| +126% | +$16.7K | 0.01% | 255 |
|
|
2020
Q1 | $11K | Buy |
+69
| New | +$11K | ﹤0.01% | 312 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1.05K | – | 445 |
|
|
2019
Q2 | $1.05K | Buy |
+6
| New | +$1.05K | ﹤0.01% | 412 |
|