Sunbelt Securities’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 | $699K | Sell |
1,340
-57
| -4% | -$29.8K | 0.06% | 275 |
|
|
2025
Q1 | $692K | Buy |
1,397
+57
| +4% | +$28.2K | 0.06% | 254 |
|
|
2024
Q4 | $706K | Buy |
1,340
+161
| +14% | +$84.8K | 0.06% | 273 |
|
|
2024
Q3 | $579K | Sell |
1,179
-344
| -23% | -$169K | 0.06% | 321 |
|
|
2024
Q2 | $678K | Sell |
1,523
-1,134
| -43% | -$504K | 0.07% | 257 |
|
|
2024
Q1 | $1.06M | Sell |
2,657
-123
| -4% | -$49.1K | 0.12% | 176 |
|
|
2023
Q4 | $938K | Hold |
2,780
| – | – | 0.12% | 187 |
|
|
2023
Q3 | $813K | Buy |
2,780
+16
| +0.6% | +$4.68K | 0.11% | 199 |
|
|
2023
Q2 | $945K | Sell |
2,764
-23
| -0.8% | -$7.87K | 0.14% | 168 |
|
|
2023
Q1 | $700K | Buy |
2,787
+97
| +4% | +$24.4K | 0.11% | 201 |
|
|
2022
Q4 | $714K | Sell |
2,690
-31
| -1% | -$8.23K | 0.14% | 179 |
|
|
2022
Q3 | $510K | Hold |
2,721
| – | – | 0.11% | 227 |
|
|
2022
Q2 | $546K | Sell |
2,721
-146
| -5% | -$29.3K | 0.12% | 227 |
|
|
2022
Q1 | $873K | Sell |
2,867
-259
| -8% | -$78.9K | 0.16% | 166 |
|
|
2021
Q4 | $886K | Buy |
3,126
+345
| +12% | +$97.8K | 0.14% | 169 |
|
|
2021
Q3 | $881K | Hold |
2,781
| – | – | 0.16% | 153 |
|
|
2021
Q2 | $881K | Buy |
2,781
+39
| +1% | +$12.4K | 0.16% | 153 |
|
|
2021
Q1 | $675K | Sell |
2,742
-72
| -3% | -$17.7K | 0.13% | 192 |
|
|
2020
Q4 | $767K | Sell |
2,814
-84
| -3% | -$22.9K | 0.16% | 159 |
|
|
2020
Q3 | $685K | Buy |
2,898
+15
| +0.5% | +$3.55K | 0.19% | 139 |
|
|
2020
Q2 | $548K | Sell |
2,883
-15
| -0.5% | -$2.85K | 0.19% | 143 |
|
|
2020
Q1 | $478K | Sell |
2,898
-1,575
| -35% | -$260K | 0.02% | 230 |
|
|
2019
Q4 | $881K | Buy |
4,473
+18
| +0.4% | +$3.55K | 0.09% | 215 |
|
|
2019
Q3 | $801K | Buy |
4,455
+1,686
| +61% | +$303K | 0.09% | 212 |
|
|
2019
Q2 | $484K | Buy |
+2,769
| New | +$484K | 0.21% | 136 |
|