TIA
Tiemann Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
2,288
-5
| -0.2% | -$2.72K | 0.51% | 46 |
|
|
2025
Q1 | $1.14M | Buy |
2,293
+101
| +5% | +$50K | 0.52% | 45 |
|
|
2024
Q4 | $1.14M | Sell |
2,192
-5
| -0.2% | -$2.61K | 0.51% | 45 |
|
|
2024
Q3 | $1.08M | Sell |
2,197
-150
| -6% | -$73.7K | 0.47% | 48 |
|
|
2024
Q2 | $1.04M | Sell |
2,347
-100
| -4% | -$44.5K | 0.46% | 47 |
|
|
2024
Q1 | $977K | Sell |
2,447
-50
| -2% | -$20K | 0.44% | 51 |
|
|
2023
Q4 | $842K | Sell |
2,497
-213
| -8% | -$71.9K | 0.41% | 56 |
|
|
2023
Q3 | $792K | Sell |
2,710
-105
| -4% | -$30.7K | 0.42% | 54 |
|
|
2023
Q2 | $963K | Sell |
2,815
-55
| -2% | -$18.8K | 0.49% | 49 |
|
|
2023
Q1 | $733K | Hold |
2,870
| – | – | 0.4% | 60 |
|
|
2022
Q4 | $762K | Sell |
2,870
-156
| -5% | -$41.4K | 0.45% | 56 |
|
|
2022
Q3 | $567K | Buy |
3,026
+20
| +0.7% | +$3.75K | 0.37% | 61 |
|
|
2022
Q2 | $603K | Sell |
3,006
-150
| -5% | -$30.1K | 0.32% | 70 |
|
|
2022
Q1 | $952K | Sell |
3,156
-30
| -0.9% | -$9.05K | 0.44% | 60 |
|
|
2021
Q4 | $1.15M | Buy |
3,186
+2,122
| +199% | +$763K | 0.48% | 54 |
|
|
2021
Q3 | $1.06M | Sell |
1,064
-25
| -2% | -$24.9K | 0.5% | 52 |
|
|
2021
Q2 | $1M | Hold |
1,089
| – | – | 0.47% | 57 |
|
|
2021
Q1 | $805K | Buy |
1,089
+122
| +13% | +$90.2K | 0.4% | 63 |
|
|
2020
Q4 | $791K | Buy |
967
+25
| +3% | +$20.5K | 0.42% | 60 |
|
|
2020
Q3 | $668K | Buy |
942
+367
| +64% | +$260K | 0.41% | 62 |
|
|
2020
Q2 | $328K | Buy |
575
+5
| +0.9% | +$2.85K | 0.22% | 112 |
|
|
2020
Q1 | $282K | Sell |
570
-45
| -7% | -$22.3K | 0.24% | 104 |
|
|
2019
Q4 | $364K | Sell |
615
-165
| -21% | -$97.7K | 0.25% | 110 |
|
|
2019
Q3 | $421K | Hold |
780
| – | – | 0.31% | 90 |
|
|
2019
Q2 | $409K | Buy |
780
+20
| +3% | +$10.5K | 0.3% | 92 |
|
|
2019
Q1 | $434K | Sell |
760
-5
| -0.7% | -$2.86K | 0.33% | 87 |
|
|
2018
Q4 | $366K | Sell |
765
-65
| -8% | -$31.1K | 0.33% | 92 |
|
|
2018
Q3 | $476K | Sell |
830
-15
| -2% | -$8.6K | 0.36% | 72 |
|
|
2018
Q2 | $404K | Sell |
845
-25
| -3% | -$12K | 0.32% | 92 |
|
|
2018
Q1 | $359K | Buy |
870
+225
| +35% | +$92.8K | 0.29% | 104 |
|
|
2017
Q4 | $235K | Buy |
645
+275
| +74% | +$100K | 0.19% | 149 |
|
|
2017
Q3 | $387K | Sell |
370
-5
| -1% | -$5.23K | 0.33% | 93 |
|
|
2017
Q2 | $351K | Hold |
375
| – | – | 0.31% | 100 |
|
|
2017
Q1 | $287K | Hold |
375
| – | – | 0.27% | 119 |
|
|
2016
Q4 | $238K | Hold |
375
| – | – | 0.23% | 127 |
|
|
2016
Q3 | $272K | Sell |
375
-15
| -4% | -$10.9K | 0.25% | 122 |
|
|
2016
Q2 | $258K | Hold |
390
| – | – | 0.24% | 128 |
|
|
2016
Q1 | $234K | Hold |
390
| – | – | 0.23% | 134 |
|
|
2015
Q4 | $213K | Sell |
390
-90
| -19% | -$49.2K | 0.22% | 146 |
|
|
2015
Q3 | $221K | Sell |
480
-125
| -21% | -$57.6K | 0.24% | 136 |
|
|
2015
Q2 | $293K | Buy |
605
+80
| +15% | +$38.7K | 0.3% | 110 |
|
|
2015
Q1 | $265K | Buy |
525
+40
| +8% | +$20.2K | 0.28% | 119 |
|
|
2014
Q4 | $257K | Hold |
485
| – | – | 0.28% | 114 |
|
|
2014
Q3 | $224K | Hold |
485
| – | – | 0.25% | 129 |
|
|
2014
Q2 | $200K | Buy |
+485
| New | +$200K | 0.22% | 141 |
|