Unio Capital’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 | $19.1M | Buy |
35,118
+6,583
| +23% | +$3.58M | 5.62% | 8 |
|
|
2025
Q1 | $14.1M | Sell |
28,535
-699
| -2% | -$346K | 5.42% | 10 |
|
|
2024
Q4 | $15.3M | Sell |
29,234
-766
| -3% | -$400K | 5.46% | 7 |
|
|
2024
Q3 | $14.7M | Sell |
30,000
-1,065
| -3% | -$523K | 5.96% | 5 |
|
|
2024
Q2 | $13.8M | Buy |
31,065
+6,717
| +28% | +$2.99M | 5.81% | 4 |
|
|
2024
Q1 | $9.72M | Buy |
24,348
+38
| +0.2% | +$15.2K | 4.28% | 11 |
|
|
2023
Q4 | $8.2M | Buy |
24,310
+35
| +0.1% | +$11.8K | 4.2% | 13 |
|
|
2023
Q3 | $7.1M | Sell |
24,275
-515
| -2% | -$151K | 3.84% | 13 |
|
|
2023
Q2 | $8.48M | Sell |
24,790
-6,590
| -21% | -$2.25M | 4.32% | 9 |
|
|
2023
Q1 | $8.02M | Sell |
31,380
-792
| -2% | -$202K | 4.29% | 9 |
|
|
2022
Q4 | $8.54M | Sell |
32,172
-564
| -2% | -$150K | 4.74% | 5 |
|
|
2022
Q3 | $6.14M | Buy |
32,736
+179
| +0.5% | +$33.6K | 3.71% | 13 |
|
|
2022
Q2 | $6.54M | Buy |
32,557
+3,346
| +11% | +$672K | 3.76% | 13 |
|
|
2022
Q1 | $8.81M | Sell |
29,211
-620
| -2% | -$187K | 3.8% | 13 |
|
|
2021
Q4 | $808K | Buy |
29,831
+938
| +3% | +$25.4K | 3.95% | 12 |
|
|
2021
Q3 | $9.58M | Sell |
28,893
-636
| -2% | -$211K | 4.26% | 10 |
|
|
2021
Q2 | $9.05M | Sell |
29,529
-1,410
| -5% | -$432K | 4.04% | 12 |
|
|
2021
Q1 | $7.62M | Buy |
30,939
+294
| +1% | +$72.4K | 3.61% | 16 |
|
|
2020
Q4 | $8.36M | Sell |
30,645
-5,076
| -14% | -$1.38M | 4.11% | 12 |
|
|
2020
Q3 | $8.75M | Buy |
35,721
+201
| +0.6% | +$49.2K | 4.73% | 7 |
|
|
2020
Q2 | $6.75M | Buy |
35,520
+5,850
| +20% | +$1.11M | 4.07% | 11 |
|
|
2020
Q1 | $4.9M | Buy |
29,670
+1,707
| +6% | +$282K | 3.45% | 15 |
|
|
2019
Q4 | $5.51M | Buy |
27,963
+435
| +2% | +$85.7K | 3.23% | 15 |
|
|
2019
Q3 | $4.95M | Buy |
27,528
+1,329
| +5% | +$239K | 3.17% | 16 |
|
|
2019
Q2 | $4.68M | Buy |
26,199
+4,845
| +23% | +$866K | 2.92% | 15 |
|
|
2019
Q1 | $4.06M | Buy |
21,354
+375
| +2% | +$71.3K | 2.84% | 17 |
|
|
2018
Q4 | $3.35M | Buy |
20,979
+207
| +1% | +$33K | 2.64% | 17 |
|
|
2018
Q3 | $3.97M | Buy |
20,772
+2,532
| +14% | +$484K | 2.6% | 17 |
|
|
2018
Q2 | $2.91M | Buy |
18,240
+2,865
| +19% | +$457K | 2.19% | 17 |
|
|
2018
Q1 | $2.12M | Buy |
15,375
+10,023
| +187% | +$1.38M | 1.76% | 18 |
|
|
2017
Q4 | $651K | Buy |
+5,352
| New | +$651K | 0.54% | 32 |
|