TD Private Client Wealth’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
6,665
-167
| -2% | -$90.7K | 0.09% | 162 |
|
|
2025
Q1 | $3.38M | Buy |
6,832
+2,844
| +71% | +$1.41M | 0.09% | 153 |
|
|
2024
Q4 | $2.08M | Buy |
3,988
+299
| +8% | +$156K | 0.06% | 225 |
|
|
2024
Q3 | $1.81M | Sell |
3,689
-529
| -13% | -$260K | 0.05% | 260 |
|
|
2024
Q2 | $1.88M | Buy |
4,218
+46
| +1% | +$20.5K | 0.06% | 245 |
|
|
2024
Q1 | $1.67M | Buy |
4,172
+251
| +6% | +$100K | 0.05% | 271 |
|
|
2023
Q4 | $1.32M | Buy |
3,921
+2,805
| +251% | +$946K | 0.05% | 295 |
|
|
2023
Q3 | $326K | Buy |
1,116
+264
| +31% | +$77.2K | 0.01% | 470 |
|
|
2023
Q2 | $291K | Buy |
852
+112
| +15% | +$38.3K | 0.01% | 504 |
|
|
2023
Q1 | $189K | Buy |
740
+1
| +0.1% | +$255 | 0.01% | 554 |
|
|
2022
Q4 | $196K | Buy |
739
+79
| +12% | +$21K | 0.01% | 544 |
|
|
2022
Q3 | $124K | Buy |
660
+51
| +8% | +$9.56K | 0.01% | 585 |
|
|
2022
Q2 | $122K | Sell |
609
-99
| -14% | -$19.9K | 0.01% | 587 |
|
|
2022
Q1 | $214K | Buy |
708
+61
| +9% | +$18.4K | 0.01% | 534 |
|
|
2021
Q4 | $232K | Sell |
647
-37
| -5% | -$13.3K | 0.01% | 530 |
|
|
2021
Q3 | $227K | Buy |
684
+3
| +0.4% | +$994 | 0.01% | 507 |
|
|
2021
Q2 | $209K | Buy |
681
+42
| +7% | +$12.9K | 0.01% | 512 |
|
|
2021
Q1 | $157K | Sell |
639
-33
| -5% | -$8.13K | 0.01% | 531 |
|
|
2020
Q4 | $183K | Buy |
672
+87
| +15% | +$23.7K | 0.01% | 489 |
|
|
2020
Q3 | $138K | Sell |
585
-180
| -24% | -$42.6K | 0.01% | 496 |
|
|
2020
Q2 | $145K | Buy |
765
+3
| +0.4% | +$570 | 0.01% | 481 |
|
|
2020
Q1 | $126K | Sell |
762
-48
| -6% | -$7.92K | 0.01% | 470 |
|
|
2019
Q4 | $160K | Buy |
+810
| New | +$160K | 0.01% | 475 |
|