United Capital 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 | $44.4M | Buy |
81,748
+2,904
| +4% | +$1.58M | 0.36% | 60 |
|
|
2025
Q1 | $39M | Sell |
78,844
-851
| -1% | -$421K | 0.33% | 66 |
|
|
2024
Q4 | $41.6M | Sell |
79,695
-2,732
| -3% | -$1.43M | 0.35% | 63 |
|
|
2024
Q3 | $40.5M | Sell |
82,427
-443
| -0.5% | -$218K | 0.33% | 66 |
|
|
2024
Q2 | $36.9M | Sell |
82,870
-11,696
| -12% | -$5.2M | 0.32% | 63 |
|
|
2024
Q1 | $37.7M | Sell |
94,566
-1,948
| -2% | -$777K | 0.31% | 71 |
|
|
2023
Q4 | $32.6M | Sell |
96,514
-19,477
| -17% | -$6.57M | 0.27% | 83 |
|
|
2023
Q3 | $33.9M | Sell |
115,991
-3,120
| -3% | -$912K | 0.22% | 95 |
|
|
2023
Q2 | $40.7M | Sell |
119,111
-5,230
| -4% | -$1.79M | 0.22% | 88 |
|
|
2023
Q1 | $31.8M | Sell |
124,341
-11,452
| -8% | -$2.93M | 0.18% | 111 |
|
|
2022
Q4 | $36M | Sell |
135,793
-7,661
| -5% | -$2.03M | 0.2% | 104 |
|
|
2022
Q3 | $26.9M | Sell |
143,454
-29,724
| -17% | -$5.57M | 0.16% | 128 |
|
|
2022
Q2 | $34.8M | Buy |
173,178
+31,622
| +22% | +$6.35M | 0.19% | 109 |
|
|
2022
Q1 | $42.7M | Buy |
141,556
+6,049
| +4% | +$1.82M | 0.21% | 96 |
|
|
2021
Q4 | $48.7M | Sell |
135,507
-2,682
| -2% | -$964K | 0.22% | 97 |
|
|
2021
Q3 | $15.3M | Sell |
138,189
-390
| -0.3% | -$43.1K | 0.08% | 221 |
|
|
2021
Q2 | $42.5M | Buy |
138,579
+7,275
| +6% | +$2.23M | 0.21% | 100 |
|
|
2021
Q1 | $32.3M | Buy |
131,304
+10,908
| +9% | +$2.69M | 0.18% | 122 |
|
|
2020
Q4 | $32.8M | Buy |
120,396
+7,041
| +6% | +$1.92M | 0.2% | 109 |
|
|
2020
Q3 | $26.8M | Sell |
113,355
-567
| -0.5% | -$134K | 0.18% | 136 |
|
|
2020
Q2 | $21.6M | Buy |
113,922
+4,977
| +5% | +$945K | 0.16% | 144 |
|
|
2020
Q1 | $18M | Buy |
108,945
+4,293
| +4% | +$709K | 0.15% | 153 |
|
|
2019
Q4 | $20.6M | Sell |
104,652
-18,324
| -15% | -$3.61M | 0.13% | 187 |
|
|
2019
Q3 | $22.1M | Buy |
122,976
+3,999
| +3% | +$720K | 0.15% | 152 |
|
|
2019
Q2 | $20.8M | Buy |
118,977
+2,718
| +2% | +$475K | 0.14% | 156 |
|
|
2019
Q1 | $22.1M | Sell |
116,259
-18,465
| -14% | -$3.51M | 0.16% | 142 |
|
|
2018
Q4 | $21.5M | Buy |
134,724
+12,171
| +10% | +$1.94M | 0.17% | 125 |
|
|
2018
Q3 | $23.4M | Sell |
122,553
-438
| -0.4% | -$83.8K | 0.16% | 135 |
|
|
2018
Q2 | $19.6M | Buy |
122,991
+90
| +0.1% | +$14.4K | 0.15% | 155 |
|
|
2018
Q1 | $16.9M | Buy |
122,901
+17,550
| +17% | +$2.41M | 0.13% | 181 |
|
|
2017
Q4 | $13M | Sell |
105,351
-1,893
| -2% | -$233K | 0.1% | 245 |
|
|
2017
Q3 | $12.5M | Sell |
107,244
-1,737
| -2% | -$202K | 0.11% | 236 |
|
|
2017
Q2 | $11.3M | Sell |
108,981
-3,159
| -3% | -$328K | 0.1% | 243 |
|
|
2017
Q1 | $9.55M | Sell |
112,140
-1,476
| -1% | -$126K | 0.09% | 273 |
|
|
2016
Q4 | $8.01M | Sell |
113,616
-1,917
| -2% | -$135K | 0.08% | 306 |
|
|
2016
Q3 | $9.31M | Sell |
115,533
-2,754
| -2% | -$222K | 0.09% | 279 |
|
|
2016
Q2 | $8.69M | Sell |
118,287
-1,134
| -0.9% | -$83.3K | 0.09% | 272 |
|
|
2016
Q1 | $7.98M | Sell |
119,421
-1,629
| -1% | -$109K | 0.09% | 251 |
|
|
2015
Q4 | $7.35M | Buy |
121,050
+468
| +0.4% | +$28.4K | 0.08% | 261 |
|
|
2015
Q3 | $6.16M | Sell |
120,582
-1,026
| -0.8% | -$52.4K | 0.07% | 276 |
|
|
2015
Q2 | $6.55M | Buy |
121,608
+927
| +0.8% | +$49.9K | 0.08% | 294 |
|
|
2015
Q1 | $6.65M | Sell |
120,681
-900
| -0.7% | -$49.6K | 0.08% | 290 |
|
|
2014
Q4 | $7.15M | Buy |
121,581
+46,773
| +63% | +$2.75M | 0.11% | 214 |
|
|
2014
Q3 | $3.84M | Buy |
+74,808
| New | +$3.84M | 0.07% | 297 |
|
|
2014
Q2 | – | Sell |
-62,901
| Closed | -$3.06M | – | 871 |
|
|
2014
Q1 | $3.06M | Buy |
62,901
+3,123
| +5% | +$152K | 0.07% | 288 |
|
|
2013
Q4 | $2.55M | Buy |
59,778
+1,944
| +3% | +$83K | 0.09% | 210 |
|
|
2013
Q3 | $2.42M | Sell |
57,834
-432
| -0.7% | -$18.1K | 0.08% | 229 |
|
|
2013
Q2 | $3.28M | Buy |
+58,266
| New | +$3.28M | 0.09% | 246 |
|