UMB Bank’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 | $19.6M | Sell |
36,082
-446
| -1% | -$242K | 0.31% | 62 |
|
|
2025
Q1 | $18.1M | Sell |
36,528
-714
| -2% | -$354K | 0.3% | 66 |
|
|
2024
Q4 | $19.4M | Buy |
37,242
+309
| +0.8% | +$161K | 0.31% | 65 |
|
|
2024
Q3 | $18.1M | Buy |
36,933
+11,388
| +45% | +$5.59M | 0.28% | 71 |
|
|
2024
Q2 | $11.4M | Sell |
25,545
-132
| -0.5% | -$58.7K | 0.19% | 105 |
|
|
2024
Q1 | $10.2M | Sell |
25,677
-394
| -2% | -$157K | 0.16% | 118 |
|
|
2023
Q4 | $8.8M | Buy |
26,071
+2,029
| +8% | +$685K | 0.13% | 128 |
|
|
2023
Q3 | $7.03M | Buy |
24,042
+20,041
| +501% | +$5.86M | 0.11% | 141 |
|
|
2023
Q2 | $1.37M | Sell |
4,001
-108
| -3% | -$36.9K | 0.02% | 300 |
|
|
2023
Q1 | $1.05M | Sell |
4,109
-1,585
| -28% | -$405K | 0.02% | 326 |
|
|
2022
Q4 | $1.51M | Sell |
5,694
-596
| -9% | -$158K | 0.02% | 286 |
|
|
2022
Q3 | $1.18M | Sell |
6,290
-3,918
| -38% | -$734K | 0.02% | 317 |
|
|
2022
Q2 | $2.05M | Buy |
10,208
+466
| +5% | +$93.5K | 0.03% | 278 |
|
|
2022
Q1 | $2.94M | Buy |
9,742
+1,644
| +20% | +$496K | 0.04% | 254 |
|
|
2021
Q4 | $2.91M | Buy |
8,098
+2,968
| +58% | +$1.07M | 0.04% | 252 |
|
|
2021
Q3 | $1.7M | Sell |
5,130
-3
| -0.1% | -$994 | 0.04% | 207 |
|
|
2021
Q2 | $1.57M | Sell |
5,133
-123
| -2% | -$37.7K | 0.04% | 211 |
|
|
2021
Q1 | $1.29M | Sell |
5,256
-36
| -0.7% | -$8.86K | 0.03% | 212 |
|
|
2020
Q4 | $1.44M | Sell |
5,292
-27
| -0.5% | -$7.36K | 0.04% | 199 |
|
|
2020
Q3 | $1.01M | Hold |
5,319
| – | – | 0.03% | 205 |
|
|
2020
Q2 | $1.01M | Buy |
5,319
+9
| +0.2% | +$1.71K | 0.03% | 205 |
|
|
2020
Q1 | $876K | Sell |
5,310
-288
| -5% | -$47.5K | 0.03% | 211 |
|
|
2019
Q4 | $1.1M | Sell |
5,598
-129
| -2% | -$25.4K | 0.03% | 213 |
|
|
2019
Q3 | $1.03K | Sell |
5,727
-24,726
| -81% | -$4.45K | 0.02% | 217 |
|
|
2019
Q2 | $5.33K | Buy |
30,453
+2,085
| +7% | +$365 | 0.13% | 112 |
|
|
2019
Q1 | $5.4M | Buy |
28,368
+23,520
| +485% | +$4.47M | 0.16% | 113 |
|
|
2018
Q4 | $773 | Buy |
+4,848
| New | +$773 | 0.02% | 217 |
|