Stifel Financial’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 | $247M | Buy |
453,840
+33,332
| +8% | +$18.1M | 0.24% | 92 |
|
|
2025
Q1 | $208M | Buy |
420,508
+24,479
| +6% | +$12.1M | 0.22% | 98 |
|
|
2024
Q4 | $207M | Sell |
396,029
-935
| -0.2% | -$488K | 0.22% | 102 |
|
|
2024
Q3 | $195M | Buy |
396,964
+16,458
| +4% | +$8.09M | 0.2% | 113 |
|
|
2024
Q2 | $169M | Buy |
380,506
+6,981
| +2% | +$3.11M | 0.19% | 119 |
|
|
2024
Q1 | $149M | Sell |
373,525
-4,391
| -1% | -$1.75M | 0.17% | 137 |
|
|
2023
Q4 | $127M | Buy |
377,916
+23,405
| +7% | +$7.9M | 0.16% | 145 |
|
|
2023
Q3 | $104M | Buy |
354,511
+15,350
| +5% | +$4.49M | 0.15% | 156 |
|
|
2023
Q2 | $116M | Sell |
339,161
-32,651
| -9% | -$11.2M | 0.16% | 143 |
|
|
2023
Q1 | $95M | Sell |
371,812
-86,620
| -19% | -$22.1M | 0.14% | 163 |
|
|
2022
Q4 | $122M | Sell |
458,432
-4,268
| -0.9% | -$1.13M | 0.18% | 132 |
|
|
2022
Q3 | $86.7M | Sell |
462,700
-17,170
| -4% | -$3.22M | 0.14% | 162 |
|
|
2022
Q2 | $96.3M | Buy |
479,870
+15,796
| +3% | +$3.17M | 0.15% | 153 |
|
|
2022
Q1 | $140M | Buy |
464,074
+29,038
| +7% | +$8.76M | 0.19% | 124 |
|
|
2021
Q4 | $156M | Buy |
435,036
+59,085
| +16% | +$21.2M | 0.21% | 112 |
|
|
2021
Q3 | $125M | Buy |
375,951
+12,741
| +4% | +$4.22M | 0.18% | 125 |
|
|
2021
Q2 | $111M | Buy |
363,210
+13,245
| +4% | +$4.06M | 0.17% | 137 |
|
|
2021
Q1 | $86.2M | Buy |
349,965
+32,799
| +10% | +$8.08M | 0.14% | 156 |
|
|
2020
Q4 | $86.5M | Buy |
317,166
+11,898
| +4% | +$3.24M | 0.15% | 147 |
|
|
2020
Q3 | $72.2M | Buy |
305,268
+4,851
| +2% | +$1.15M | 0.15% | 146 |
|
|
2020
Q2 | $57.1M | Buy |
300,417
+1,089
| +0.4% | +$207K | 0.13% | 165 |
|
|
2020
Q1 | $48M | Buy |
299,328
+101,442
| +51% | +$16.3M | 0.13% | 173 |
|
|
2019
Q4 | $39.1M | Buy |
197,886
+66,585
| +51% | +$13.1M | 0.08% | 240 |
|
|
2019
Q3 | $23.7M | Sell |
131,301
-3,510
| -3% | -$632K | 0.06% | 285 |
|
|
2019
Q2 | $23.6M | Buy |
134,811
+7,059
| +6% | +$1.24M | 0.06% | 284 |
|
|
2019
Q1 | $24.3M | Sell |
127,752
-6,936
| -5% | -$1.32M | 0.07% | 271 |
|
|
2018
Q4 | $21.5M | Buy |
134,688
+3,063
| +2% | +$488K | 0.07% | 269 |
|
|
2018
Q3 | $25.1M | Buy |
131,625
+31,653
| +32% | +$6.05M | 0.07% | 266 |
|
|
2018
Q2 | $15.9M | Buy |
99,972
+13,344
| +15% | +$2.13M | 0.05% | 380 |
|
|
2018
Q1 | $11.9M | Buy |
86,628
+900
| +1% | +$124K | 0.04% | 468 |
|
|
2017
Q4 | $10.4M | Sell |
85,728
-25,044
| -23% | -$3.04M | 0.03% | 514 |
|
|
2017
Q3 | $10.5M | Buy |
110,772
+35,568
| +47% | +$3.39M | 0.04% | 488 |
|
|
2017
Q2 | $7.84M | Buy |
75,204
+7,569
| +11% | +$789K | 0.03% | 565 |
|
|
2017
Q1 | $5.77M | Buy |
67,635
+4,482
| +7% | +$382K | 0.02% | 648 |
|
|
2016
Q4 | $4.46M | Sell |
63,153
-162,270
| -72% | -$11.4M | 0.02% | 700 |
|
|
2016
Q3 | $18.1M | Sell |
225,423
-189
| -0.1% | -$15.2K | 0.08% | 263 |
|
|
2016
Q2 | $16.6M | Sell |
225,612
-93,240
| -29% | -$6.85M | 0.08% | 265 |
|
|
2016
Q1 | $21.3M | Buy |
318,852
+22,734
| +8% | +$1.52M | 0.11% | 199 |
|
|
2015
Q4 | $18M | Sell |
296,118
-5,769
| -2% | -$350K | 0.09% | 237 |
|
|
2015
Q3 | $15.4M | Buy |
301,887
+27,234
| +10% | +$1.39M | 0.09% | 253 |
|
|
2015
Q2 | $14.8M | Buy |
274,653
+8,676
| +3% | +$467K | 0.08% | 283 |
|
|
2015
Q1 | $14.9M | Buy |
265,977
+2,871
| +1% | +$161K | 0.08% | 288 |
|
|
2014
Q4 | $15.5M | Buy |
263,106
+12,402
| +5% | +$729K | 0.09% | 289 |
|
|
2014
Q3 | $12.9M | Buy |
250,704
+207
| +0.1% | +$10.6K | 0.11% | 223 |
|
|
2014
Q2 | $11.5M | Sell |
250,497
-549
| -0.2% | -$25.1K | 0.1% | 261 |
|
|
2014
Q1 | $12.2M | Buy |
+251,046
| New | +$12.2M | 0.12% | 232 |
|