Stonebridge Capital Advisors’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 | $2.5M | Sell |
4,598
-43
| -0.9% | -$23.4K | 0.19% | 80 |
|
2025
Q1 | $2.3M | Buy |
4,641
+198
| +4% | +$98.1K | 0.19% | 80 |
|
2024
Q4 | $2.32M | Sell |
4,443
-354
| -7% | -$185K | 0.19% | 81 |
|
2024
Q3 | $2.36M | Sell |
4,797
-13
| -0.3% | -$6.39K | 0.19% | 85 |
|
2024
Q2 | $2.14M | Buy |
4,810
+69
| +1% | +$30.7K | 0.19% | 94 |
|
2024
Q1 | $1.89M | Buy |
4,741
+91
| +2% | +$36.3K | 0.17% | 101 |
|
2023
Q4 | $1.57M | Buy |
4,650
+105
| +2% | +$35.4K | 0.16% | 104 |
|
2023
Q3 | $1.33M | Buy |
4,545
+140
| +3% | +$40.9K | 0.15% | 106 |
|
2023
Q2 | $1.51M | Sell |
4,405
-20
| -0.5% | -$6.84K | 0.16% | 104 |
|
2023
Q1 | $1.13M | Buy |
4,425
+4,393
| +13,728% | +$1.12M | 0.13% | 114 |
|
2022
Q4 | $8.49K | Sell |
32
-10
| -24% | -$2.65K | ﹤0.01% | 623 |
|
2022
Q3 | $8K | Buy |
42
+12
| +40% | +$2.29K | ﹤0.01% | 615 |
|
2022
Q2 | $6K | Sell |
30
-15
| -33% | -$3K | ﹤0.01% | 684 |
|
2022
Q1 | $14K | Hold |
45
| – | – | ﹤0.01% | 602 |
|
2021
Q4 | $16K | Buy |
45
+6
| +15% | +$2.13K | ﹤0.01% | 551 |
|
2021
Q3 | $13K | Buy |
39
+21
| +117% | +$7K | ﹤0.01% | 578 |
|
2021
Q2 | $5K | Buy |
18
+9
| +100% | +$2.5K | ﹤0.01% | 823 |
|
2021
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 838 |
|
2020
Q3 | – | Sell |
-9
| Closed | -$2K | – | 438 |
|
2020
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 661 |
|
2020
Q1 | $1K | Sell |
9
-21
| -70% | -$2.33K | ﹤0.01% | 715 |
|
2019
Q4 | $6K | Buy |
30
+21
| +233% | +$4.2K | ﹤0.01% | 621 |
|
2019
Q3 | $2K | Sell |
9
-30
| -77% | -$6.67K | ﹤0.01% | 726 |
|
2019
Q2 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 623 |
|