Valley National Advisers’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 | $101K | Sell |
188
-2
| -1% | -$1.07K | 0.02% | 302 |
|
|
2025
Q1 | $93K | Buy |
190
+130
| +217% | +$63.6K | 0.02% | 301 |
|
|
2024
Q4 | $31K | Buy |
60
+10
| +20% | +$5.17K | 0.01% | 403 |
|
|
2024
Q3 | $24K | Sell |
50
-572
| -92% | -$275K | ﹤0.01% | 427 |
|
|
2024
Q2 | $276K | Buy |
622
+141
| +29% | +$62.6K | 0.04% | 211 |
|
|
2024
Q1 | $191K | Buy |
481
+122
| +34% | +$48.4K | 0.03% | 244 |
|
|
2023
Q4 | $121K | Buy |
359
+23
| +7% | +$7.75K | 0.02% | 288 |
|
|
2023
Q3 | $98K | Buy |
336
+7
| +2% | +$2.04K | 0.02% | 301 |
|
|
2023
Q2 | $113K | Buy |
329
+49
| +18% | +$16.8K | 0.02% | 288 |
|
|
2023
Q1 | $84K | Buy |
280
+110
| +65% | +$33K | 0.01% | 321 |
|
|
2022
Q4 | $44K | Sell |
170
-4
| -2% | -$1.04K | 0.01% | 394 |
|
|
2022
Q3 | $34K | Sell |
174
-11
| -6% | -$2.15K | 0.01% | 427 |
|
|
2022
Q2 | $39K | Buy |
185
+59
| +47% | +$12.4K | 0.01% | 382 |
|
|
2022
Q1 | $38K | Buy |
126
+26
| +26% | +$7.84K | 0.01% | 421 |
|
|
2021
Q4 | $36K | Sell |
100
-2
| -2% | -$720 | 0.01% | 410 |
|
|
2021
Q3 | $34K | Buy |
102
+12
| +13% | +$4K | 0.01% | 392 |
|
|
2021
Q2 | $28K | Buy |
90
+24
| +36% | +$7.47K | 0.01% | 436 |
|
|
2021
Q1 | $16K | Buy |
66
+24
| +57% | +$5.82K | ﹤0.01% | 486 |
|
|
2020
Q4 | $11K | Hold |
42
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $10K | Hold |
42
| – | – | ﹤0.01% | 478 |
|
|
2020
Q2 | $8K | Hold |
42
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $7K | Hold |
42
| – | – | ﹤0.01% | 504 |
|
|
2019
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 550 |
|
|
2019
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 535 |
|
|
2019
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 502 |
|
|
2016
Q4 | – | Sell |
-9
| Closed | -$1K | – | 691 |
|
|
2016
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 578 |
|