Wells Fargo’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 | $576M | Buy |
1,060,480
+37,200
| +4% | +$20.2M | 0.12% | 157 |
|
2025
Q1 | $507M | Buy |
1,023,280
+9,179
| +0.9% | +$4.55M | 0.12% | 161 |
|
2024
Q4 | $529M | Sell |
1,014,101
-95,777
| -9% | -$50M | 0.12% | 157 |
|
2024
Q3 | $545M | Buy |
1,109,878
+18,295
| +2% | +$8.99M | 0.12% | 150 |
|
2024
Q2 | $486M | Buy |
1,091,583
+130,180
| +14% | +$57.9M | 0.12% | 158 |
|
2024
Q1 | $384M | Buy |
961,403
+55,594
| +6% | +$22.2M | 0.09% | 191 |
|
2023
Q4 | $306M | Sell |
905,809
-9,643
| -1% | -$3.25M | 0.08% | 212 |
|
2023
Q3 | $268M | Sell |
915,452
-58,138
| -6% | -$17M | 0.08% | 217 |
|
2023
Q2 | $333M | Buy |
973,590
+33,204
| +4% | +$11.4M | 0.09% | 198 |
|
2023
Q1 | $240M | Buy |
940,386
+70,572
| +8% | +$18M | 0.07% | 237 |
|
2022
Q4 | $231M | Sell |
869,814
-52,149
| -6% | -$13.8M | 0.07% | 234 |
|
2022
Q3 | $173M | Sell |
921,963
-163,513
| -15% | -$30.6M | 0.06% | 282 |
|
2022
Q2 | $218M | Sell |
1,085,476
-79,311
| -7% | -$15.9M | 0.07% | 244 |
|
2022
Q1 | $351M | Buy |
1,164,787
+215,822
| +23% | +$65.1M | 0.09% | 198 |
|
2021
Q4 | $341M | Sell |
948,965
-319,183
| -25% | -$115M | 0.09% | 205 |
|
2021
Q3 | $420M | Sell |
1,268,148
-60,750
| -5% | -$20.1M | 0.09% | 203 |
|
2021
Q2 | $407M | Sell |
1,328,898
-67,047
| -5% | -$20.6M | 0.09% | 207 |
|
2021
Q1 | $344M | Sell |
1,395,945
-9,483
| -0.7% | -$2.34M | 0.08% | 239 |
|
2020
Q4 | $383M | Sell |
1,405,428
-84,921
| -6% | -$23.2M | 0.09% | 211 |
|
2020
Q3 | $352M | Sell |
1,490,349
-61,107
| -4% | -$14.5M | 0.1% | 196 |
|
2020
Q2 | $295M | Buy |
1,551,456
+59,967
| +4% | +$11.4M | 0.09% | 227 |
|
2020
Q1 | $246M | Buy |
1,491,489
+121,155
| +9% | +$20M | 0.09% | 223 |
|
2019
Q4 | $270M | Buy |
1,370,334
+55,962
| +4% | +$11M | 0.07% | 265 |
|
2019
Q3 | $237M | Buy |
1,314,372
+59,805
| +5% | +$10.8M | 0.07% | 290 |
|
2019
Q2 | $219M | Buy |
1,254,567
+173,955
| +16% | +$30.4M | 0.06% | 305 |
|
2019
Q1 | $206M | Buy |
1,080,612
+31,110
| +3% | +$5.92M | 0.06% | 313 |
|
2018
Q4 | $168M | Sell |
1,049,502
-104,988
| -9% | -$16.8M | 0.06% | 332 |
|
2018
Q3 | $221M | Buy |
1,154,490
+183,579
| +19% | +$35.1M | 0.06% | 305 |
|
2018
Q2 | $155M | Sell |
970,911
-73,737
| -7% | -$11.8M | 0.05% | 412 |
|
2018
Q1 | $144M | Sell |
1,044,648
-426,750
| -29% | -$58.7M | 0.04% | 439 |
|
2017
Q4 | $179M | Sell |
1,471,398
-59,313
| -4% | -$7.22M | 0.05% | 363 |
|
2017
Q3 | $178M | Sell |
1,530,711
-625,941
| -29% | -$72.7M | 0.06% | 356 |
|
2017
Q2 | $224M | Sell |
2,156,652
-306,162
| -12% | -$31.8M | 0.07% | 278 |
|
2017
Q1 | $210M | Sell |
2,462,814
-378,603
| -13% | -$32.2M | 0.07% | 287 |
|
2016
Q4 | $200M | Sell |
2,841,417
-677,781
| -19% | -$47.8M | 0.07% | 284 |
|
2016
Q3 | $283M | Sell |
3,519,198
-78,309
| -2% | -$6.31M | 0.1% | 207 |
|
2016
Q2 | $264M | Sell |
3,597,507
-208,845
| -5% | -$15.3M | 0.1% | 211 |
|
2016
Q1 | $254M | Buy |
3,806,352
+1,588,284
| +72% | +$106M | 0.1% | 224 |
|
2015
Q4 | $135M | Sell |
2,218,068
-350,406
| -14% | -$21.3M | 0.05% | 380 |
|
2015
Q3 | $131M | Sell |
2,568,474
-323,181
| -11% | -$16.5M | 0.06% | 370 |
|
2015
Q2 | $156M | Buy |
2,891,655
+1,679,220
| +138% | +$90.4M | 0.06% | 356 |
|
2015
Q1 | $68M | Buy |
1,212,435
+408,096
| +51% | +$22.9M | 0.03% | 642 |
|
2014
Q4 | $47.3M | Buy |
804,339
+86,508
| +12% | +$5.08M | 0.02% | 788 |
|
2014
Q3 | $36.8M | Buy |
717,831
+7,380
| +1% | +$379K | 0.02% | 897 |
|
2014
Q2 | $32.5M | Sell |
710,451
-139,491
| -16% | -$6.38M | 0.01% | 984 |
|
2014
Q1 | $41.4M | Sell |
849,942
-18,540
| -2% | -$902K | 0.02% | 851 |
|
2013
Q4 | $37.1M | Buy |
868,482
+43,974
| +5% | +$1.88M | 0.02% | 893 |
|
2013
Q3 | $34.5M | Sell |
824,508
-1,863,531
| -69% | -$77.9M | 0.02% | 879 |
|
2013
Q2 | $151M | Buy |
+2,688,039
| New | +$151M | 0.08% | 301 |
|