USA Financial Formulas’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 | – | Sell |
-4,476
| Closed | -$2.22M | – | 305 |
|
|
2025
Q1 | $2.22M | Buy |
4,476
+2,128
| +91% | +$1.05M | 0.37% | 16 |
|
|
2024
Q4 | $1.23M | Sell |
2,348
-2,115
| -47% | -$1.1M | 0.19% | 37 |
|
|
2024
Q3 | $2.19M | Buy |
4,463
+2,048
| +85% | +$1.01M | 0.34% | 14 |
|
|
2024
Q2 | $1.07M | Buy |
2,415
+175
| +8% | +$77.8K | 0.17% | 55 |
|
|
2024
Q1 | $894K | Buy |
2,240
+2,198
| +5,233% | +$877K | 0.14% | 78 |
|
|
2023
Q4 | $14.2K | Sell |
42
-658
| -94% | -$222K | ﹤0.01% | 245 |
|
|
2023
Q3 | $205K | Buy |
+700
| New | +$205K | 0.31% | 91 |
|
|
2022
Q1 | – | Sell |
-5,280
| Closed | -$1.9M | – | 422 |
|
|
2021
Q4 | $1.9M | Buy |
5,280
+5,274
| +87,900% | +$1.89M | 1.63% | 8 |
|
|
2021
Q3 | $2K | Sell |
6
-3,648
| -100% | -$1.22M | ﹤0.01% | 321 |
|
|
2021
Q2 | $1.12M | Sell |
3,654
-195
| -5% | -$59.8K | 0.94% | 33 |
|
|
2021
Q1 | $948K | Buy |
3,849
+648
| +20% | +$160K | 0.77% | 66 |
|
|
2020
Q4 | $873K | Buy |
+3,201
| New | +$873K | 0.69% | 60 |
|
|
2019
Q1 | – | Sell |
-44,100
| Closed | -$8.44M | – | 226 |
|
|
2018
Q4 | $8.44M | Buy |
44,100
+41,310
| +1,481% | +$7.9M | 2.1% | 10 |
|
|
2018
Q3 | $445K | Buy |
+2,790
| New | +$445K | 0.11% | 137 |
|
|
2018
Q1 | – | Sell |
-59,601
| Closed | -$7.25M | – | 355 |
|
|
2017
Q4 | $7.25M | Buy |
+59,601
| New | +$7.25M | 1.72% | 7 |
|
|
2017
Q3 | – | Sell |
-27,954
| Closed | -$2.91M | – | 292 |
|
|
2017
Q2 | $2.91M | Buy |
+27,954
| New | +$2.91M | 0.7% | 64 |
|
|
2016
Q4 | – | Sell |
-153,261
| Closed | -$12.3M | – | 301 |
|
|
2016
Q3 | $12.3M | Buy |
153,261
+17,217
| +13% | +$1.39M | 3.17% | 5 |
|
|
2016
Q2 | $10M | Sell |
136,044
-72,027
| -35% | -$5.29M | 2.74% | 6 |
|
|
2016
Q1 | $13.9M | Buy |
+208,071
| New | +$13.9M | 4.42% | 12 |
|
|
2015
Q2 | – | Sell |
-71,190
| Closed | -$4M | – | 242 |
|
|
2015
Q1 | $4M | Buy |
71,190
+21,348
| +43% | +$1.2M | 1.3% | 21 |
|
|
2014
Q4 | $2.93M | Buy |
+49,842
| New | +$2.93M | 1.01% | 15 |
|