Smith Salley Wealth Management’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 | $2.64M | Buy |
4,862
+444
| +10% | +$241K | 0.15% | 97 |
|
|
2025
Q1 | $2.19M | Buy |
4,418
+3,663
| +485% | +$1.81M | 0.14% | 98 |
|
|
2024
Q4 | $394K | Hold |
755
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $371K | Buy |
755
+13
| +2% | +$6.39K | 0.02% | 195 |
|
|
2024
Q2 | $330K | Hold |
742
| – | – | 0.02% | 194 |
|
|
2024
Q1 | $296K | Sell |
742
-2,226
| -75% | -$889K | 0.02% | 199 |
|
|
2023
Q4 | $1M | Sell |
2,968
-83
| -3% | -$28K | 0.06% | 140 |
|
|
2023
Q3 | $892K | Buy |
3,051
+6
| +0.2% | +$1.75K | 0.07% | 136 |
|
|
2023
Q2 | $1.04M | Buy |
3,045
+192
| +7% | +$65.7K | 0.08% | 124 |
|
|
2023
Q1 | $729K | Sell |
2,853
-180
| -6% | -$46K | 0.06% | 148 |
|
|
2022
Q4 | $805K | Buy |
3,033
+121
| +4% | +$32.1K | 0.07% | 139 |
|
|
2022
Q3 | $546K | Buy |
2,912
+227
| +8% | +$42.6K | 0.05% | 157 |
|
|
2022
Q2 | $539K | Sell |
2,685
-6
| -0.2% | -$1.2K | 0.05% | 163 |
|
|
2022
Q1 | $811K | Sell |
2,691
-52
| -2% | -$15.7K | 0.06% | 153 |
|
|
2021
Q4 | $985K | Buy |
2,743
+25
| +0.9% | +$8.98K | 0.07% | 150 |
|
|
2021
Q3 | $901K | Hold |
2,718
| – | – | 0.07% | 148 |
|
|
2021
Q2 | $834K | Buy |
2,718
+18
| +0.7% | +$5.52K | 0.07% | 152 |
|
|
2021
Q1 | $665K | Sell |
2,700
-1,809
| -40% | -$446K | 0.06% | 153 |
|
|
2020
Q4 | $1.23M | Buy |
4,509
+3
| +0.1% | +$818 | 0.12% | 108 |
|
|
2020
Q3 | $1.07M | Buy |
4,506
+6
| +0.1% | +$1.42K | 0.13% | 101 |
|
|
2020
Q2 | $855K | Sell |
4,500
-69
| -2% | -$13.1K | 0.11% | 104 |
|
|
2020
Q1 | $754K | Hold |
4,569
| – | – | 0.13% | 105 |
|
|
2019
Q4 | $900K | Hold |
4,569
| – | – | 0.12% | 106 |
|
|
2019
Q3 | $822K | Sell |
4,569
-585
| -11% | -$105K | 0.12% | 105 |
|
|
2019
Q2 | $901K | Sell |
5,154
-30
| -0.6% | -$5.24K | 0.14% | 97 |
|
|
2019
Q1 | $986K | Sell |
5,184
-120
| -2% | -$22.8K | 0.16% | 96 |
|
|
2018
Q4 | $847K | Sell |
5,304
-69
| -1% | -$11K | 0.16% | 97 |
|
|
2018
Q3 | $1.03M | Sell |
5,373
-15
| -0.3% | -$2.87K | 0.16% | 97 |
|
|
2018
Q2 | $859K | Sell |
5,388
-120
| -2% | -$19.1K | 0.15% | 99 |
|
|
2018
Q1 | $758K | Sell |
5,508
-81
| -1% | -$11.1K | 0.14% | 101 |
|
|
2017
Q4 | $680K | Sell |
5,589
-108
| -2% | -$13.1K | 0.12% | 105 |
|
|
2017
Q3 | $662K | Sell |
5,697
-198
| -3% | -$23K | 0.13% | 104 |
|
|
2017
Q2 | $613K | Sell |
5,895
-801
| -12% | -$83.3K | 0.12% | 109 |
|
|
2017
Q1 | $570K | Sell |
6,696
-513
| -7% | -$43.7K | 0.12% | 109 |
|
|
2016
Q4 | $508K | Hold |
7,209
| – | – | 0.11% | 110 |
|
|
2016
Q3 | $581K | Sell |
7,209
-171
| -2% | -$13.8K | 0.13% | 106 |
|
|
2016
Q2 | $542K | Sell |
7,380
-1,539
| -17% | -$113K | 0.13% | 111 |
|
|
2016
Q1 | $596K | Sell |
8,919
-2,124
| -19% | -$142K | 0.15% | 106 |
|
|
2015
Q4 | $670K | Sell |
11,043
-900
| -8% | -$54.6K | 0.17% | 109 |
|
|
2015
Q3 | $610K | Sell |
11,943
-918
| -7% | -$46.9K | 0.16% | 109 |
|
|
2015
Q2 | $692K | Sell |
12,861
-2,160
| -14% | -$116K | 0.18% | 108 |
|
|
2015
Q1 | $843K | Sell |
15,021
-5,760
| -28% | -$323K | 0.21% | 104 |
|
|
2014
Q4 | $1.22M | Sell |
20,781
-7,677
| -27% | -$451K | 0.32% | 88 |
|
|
2014
Q3 | $1.46M | Sell |
28,458
-10,251
| -26% | -$526K | 0.39% | 85 |
|
|
2014
Q2 | $1.77M | Buy |
+38,709
| New | +$1.77M | 0.47% | 74 |
|