Transamerica Financial 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 | $5.83M | Sell |
10,721
-211
| -2% | -$115K | 0.55% | 44 |
|
|
2025
Q1 | $5.41M | Sell |
10,932
-318
| -3% | -$157K | 0.55% | 40 |
|
|
2024
Q4 | $5.87M | Sell |
11,250
-312
| -3% | -$163K | 0.58% | 39 |
|
|
2024
Q3 | $5.68M | Sell |
11,562
-468
| -4% | -$230K | 0.55% | 39 |
|
|
2024
Q2 | $5.35M | Hold |
12,030
| – | – | 0.57% | 45 |
|
|
2024
Q1 | $4.8M | Buy |
12,030
+10,938
| +1,002% | +$4.37M | 0.49% | 55 |
|
|
2023
Q4 | $369K | Buy |
1,092
+977
| +850% | +$330K | 0.05% | 196 |
|
|
2023
Q3 | $34K | Buy |
115
+114
| +11,400% | +$33.7K | ﹤0.01% | 284 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $1K | Sell |
1
-9
| -90% | -$9K | ﹤0.01% | 539 |
|
|
2022
Q3 | $2K | Buy |
10
+8
| +400% | +$1.6K | ﹤0.01% | 382 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 519 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$1K | – | 229 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | 0.02% | 156 |
|
|
2020
Q4 | $1K | Sell |
3
-3
| -50% | -$1K | 0.02% | 147 |
|
|
2020
Q3 | $2K | Sell |
6
-1,995
| -100% | -$665K | 0.04% | 97 |
|
|
2020
Q2 | $380K | Buy |
+2,001
| New | +$380K | 0.08% | 117 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | -$1K | – | 130 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | 0.01% | 105 |
|
|
2019
Q3 | – | Sell |
-3,714
| Closed | -$650K | – | 309 |
|
|
2019
Q2 | $650K | Buy |
+3,714
| New | +$650K | 0.14% | 110 |
|
|
2019
Q1 | – | Sell |
-4,476
| Closed | -$715K | – | 274 |
|
|
2018
Q4 | $715K | Sell |
4,476
-528
| -11% | -$84.3K | 0.18% | 88 |
|
|
2018
Q3 | $957K | Sell |
5,004
-180
| -3% | -$34.4K | 0.2% | 96 |
|
|
2018
Q2 | $827K | Buy |
+5,184
| New | +$827K | 0.18% | 99 |
|
|
2014
Q1 | – | Sell |
-6,291
| Closed | -$269K | – | 666 |
|
|
2013
Q4 | $269K | Buy |
+6,291
| New | +$269K | 0.03% | 221 |
|