Valmark 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 | $537K | Buy |
989
+7
| +0.7% | +$3.8K | 0.01% | 432 |
|
|
2025
Q1 | $486K | Buy |
982
+80
| +9% | +$39.6K | 0.01% | 426 |
|
|
2024
Q4 | $471K | Sell |
902
-33
| -4% | -$17.2K | 0.01% | 429 |
|
|
2024
Q3 | $459K | Buy |
935
+26
| +3% | +$12.8K | 0.01% | 426 |
|
|
2024
Q2 | $404K | Buy |
909
+55
| +6% | +$24.5K | 0.01% | 424 |
|
|
2024
Q1 | $341K | Buy |
854
+26
| +3% | +$10.4K | 0.01% | 434 |
|
|
2023
Q4 | $279K | Hold |
828
| – | – | 0.01% | 433 |
|
|
2023
Q3 | $242K | Hold |
828
| – | – | 0.01% | 429 |
|
|
2023
Q2 | $283K | Sell |
828
-3
| -0.4% | -$1.03K | 0.01% | 407 |
|
|
2023
Q1 | $212K | Sell |
831
-28
| -3% | -$7.15K | ﹤0.01% | 450 |
|
|
2022
Q4 | $228K | Buy |
+859
| New | +$228K | 0.01% | 406 |
|
|
2022
Q2 | – | Sell |
-844
| Closed | -$255K | – | 419 |
|
|
2022
Q1 | $255K | Buy |
844
+84
| +11% | +$25.4K | ﹤0.01% | 389 |
|
|
2021
Q4 | $273K | Sell |
760
-143
| -16% | -$51.4K | ﹤0.01% | 363 |
|
|
2021
Q3 | $299K | Buy |
903
+78
| +9% | +$25.8K | 0.01% | 322 |
|
|
2021
Q2 | $253K | Hold |
825
| – | – | ﹤0.01% | 347 |
|
|
2021
Q1 | $203K | Sell |
825
-24
| -3% | -$5.91K | ﹤0.01% | 362 |
|
|
2020
Q4 | $232K | Sell |
849
-81
| -9% | -$22.1K | ﹤0.01% | 319 |
|
|
2020
Q3 | $220K | Buy |
+930
| New | +$220K | 0.01% | 274 |
|
|
2018
Q4 | – | Sell |
-1,089
| Closed | -$208K | – | 208 |
|
|
2018
Q3 | $208K | Buy |
+1,089
| New | +$208K | ﹤0.01% | 192 |
|