Valeo 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 | $2.47M | Buy |
4,552
+302
| +7% | +$164K | 0.06% | 149 |
|
|
2025
Q1 | $2.1M | Buy |
4,250
+57
| +1% | +$28.2K | 0.06% | 150 |
|
|
2024
Q4 | $2.19M | Buy |
4,193
+74
| +2% | +$38.6K | 0.06% | 143 |
|
|
2024
Q3 | $2.02M | Buy |
4,119
+480
| +13% | +$236K | 0.06% | 154 |
|
|
2024
Q2 | $1.62M | Buy |
3,639
+326
| +10% | +$145K | 0.05% | 169 |
|
|
2024
Q1 | $1.24M | Buy |
3,313
+364
| +12% | +$136K | 0.04% | 201 |
|
|
2023
Q4 | $995K | Sell |
2,949
-543
| -16% | -$183K | 0.04% | 221 |
|
|
2023
Q3 | $1.02M | Buy |
3,492
+567
| +19% | +$166K | 0.05% | 205 |
|
|
2023
Q2 | $1M | Sell |
2,925
-980
| -25% | -$335K | 0.05% | 205 |
|
|
2023
Q1 | $998K | Sell |
3,905
-1,490
| -28% | -$381K | 0.05% | 214 |
|
|
2022
Q4 | $1.43M | Buy |
5,395
+100
| +2% | +$26.5K | 0.08% | 147 |
|
|
2022
Q3 | $992K | Buy |
+5,295
| New | +$992K | 0.06% | 160 |
|
|
2022
Q2 | – | Sell |
-1,274
| Closed | -$396K | – | 536 |
|
|
2022
Q1 | $396K | Buy |
1,274
+243
| +24% | +$75.5K | 0.02% | 359 |
|
|
2021
Q4 | $370K | Buy |
1,031
+623
| +153% | +$224K | 0.02% | 355 |
|
|
2021
Q3 | $135K | Buy |
+408
| New | +$135K | 0.01% | 496 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$74K | – | 1080 |
|
|
2021
Q1 | $74K | Sell |
300
-48
| -14% | -$11.8K | ﹤0.01% | 691 |
|
|
2020
Q4 | $95K | Sell |
348
-237
| -41% | -$64.7K | ﹤0.01% | 578 |
|
|
2020
Q3 | $138K | Sell |
585
-339
| -37% | -$80K | 0.01% | 395 |
|
|
2020
Q2 | $176K | Buy |
924
+300
| +48% | +$57.1K | 0.02% | 340 |
|
|
2020
Q1 | $105K | Sell |
624
-15
| -2% | -$2.52K | 0.01% | 409 |
|
|
2019
Q4 | $126K | Hold |
639
| – | – | 0.01% | 412 |
|
|
2019
Q3 | $115K | Buy |
639
+48
| +8% | +$8.64K | 0.01% | 403 |
|
|
2019
Q2 | $103K | Sell |
591
-153
| -21% | -$26.7K | 0.01% | 426 |
|
|
2019
Q1 | $142K | Buy |
744
+165
| +28% | +$31.5K | 0.02% | 343 |
|
|
2018
Q4 | $92K | Sell |
579
-27
| -4% | -$4.29K | 0.01% | 391 |
|
|
2018
Q3 | $104K | Sell |
606
-1,059
| -64% | -$182K | 0.01% | 390 |
|
|
2018
Q2 | $289K | Buy |
1,665
+1,062
| +176% | +$184K | 0.04% | 233 |
|
|
2018
Q1 | $83K | Hold |
603
| – | – | 0.01% | 396 |
|
|
2017
Q4 | $73K | Buy |
603
+27
| +5% | +$3.27K | 0.01% | 403 |
|
|
2017
Q3 | $67K | Buy |
+576
| New | +$67K | 0.02% | 354 |
|