Summit Global Investments’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-424
| Closed | -$221K | – | 513 |
|
|
2024
Q4 | $221K | Sell |
424
-199
| -32% | -$104K | 0.01% | 494 |
|
|
2024
Q3 | $306K | Buy |
+623
| New | +$306K | 0.02% | 424 |
|
|
2021
Q2 | – | Sell |
-36,312
| Closed | -$8.94M | – | 589 |
|
|
2021
Q1 | $8.94M | Sell |
36,312
-1,578
| -4% | -$389K | 0.57% | 43 |
|
|
2020
Q4 | $10.3M | Sell |
37,890
-3,441
| -8% | -$938K | 1.03% | 26 |
|
|
2020
Q3 | $9.78M | Buy |
41,331
+1,185
| +3% | +$280K | 1.01% | 31 |
|
|
2020
Q2 | $7.63M | Buy |
40,146
+30,405
| +312% | +$5.78M | 0.88% | 37 |
|
|
2020
Q1 | $1.61M | Buy |
9,741
+5,607
| +136% | +$926K | 0.23% | 58 |
|
|
2019
Q4 | $814K | Buy |
4,134
+270
| +7% | +$53.2K | 0.09% | 212 |
|
|
2019
Q3 | $695K | Buy |
3,864
+111
| +3% | +$20K | 0.08% | 246 |
|
|
2019
Q2 | $656K | Buy |
3,753
+144
| +4% | +$25.2K | 0.08% | 240 |
|
|
2019
Q1 | $686K | Sell |
3,609
-789
| -18% | -$150K | 0.09% | 181 |
|
|
2018
Q4 | $702K | Sell |
4,398
-48,333
| -92% | -$7.71M | 0.11% | 139 |
|
|
2018
Q3 | $10.1M | Sell |
52,731
-195
| -0.4% | -$37.3K | 1.35% | 18 |
|
|
2018
Q2 | $8.44M | Buy |
+52,926
| New | +$8.44M | 1.27% | 21 |
|